+54.5%
FUND price history and return analytics
+57.0%
-2.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -1.9% | +2.4% | -4.3% | -3.9% |
| 30D | +0.9% | -1.5% | +2.4% | +2.2% |
| 3M | -7.3% | -4.1% | -3.2% | -4.1% |
| 6M | -1.7% | +0.6% | -2.3% | -2.5% |
| YTD | +17.8% | +11.0% | +6.8% | +7.0% |
| 1Y | +24.8% | +13.3% | +11.5% | +11.3% |
| 3Y | +68.0% | +73.4% | -5.4% | +3.2% |
| All | +54.5% | +57.0% | -2.5% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling