+243.1%
FUND price history and return analytics
+345.0%
-101.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | 0.0% |
| 7D | -2.4% | -4.2% | +1.8% | +1.3% |
| 30D | +0.3% | -5.8% | +6.1% | +5.7% |
| 3M | -1.4% | -5.2% | +3.9% | +3.4% |
| 6M | -0.9% | +0.1% | -1.1% | -1.4% |
| YTD | +17.8% | +8.2% | +9.6% | +9.2% |
| 1Y | +27.3% | +10.1% | +17.1% | +16.2% |
| 3Y | +60.4% | +69.7% | -9.3% | -0.5% |
| 5Y | +54.9% | +53.4% | +1.5% | +4.5% |
| 10Y | +218.4% | +219.2% | -0.9% | +12.1% |
| All | +243.1% | +345.0% | -101.9% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling