+111.9%
FWD price history and return analytics
+69.7%
+42.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +1.9% |
| 7D | -6.7% | -2.3% | -4.4% | -3.0% |
| 30D | -17.6% | -5.0% | -12.6% | -10.1% |
| 3M | -15.4% | -4.9% | -10.5% | -7.8% |
| 6M | -17.5% | -1.5% | -15.9% | -14.2% |
| YTD | +6.0% | +8.5% | -2.5% | -5.1% |
| 1Y | +5.2% | +11.4% | -6.2% | -9.4% |
| 3Y | +111.9% | +70.1% | +41.8% | +0.1% |
| All | +111.9% | +69.7% | +42.2% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling