+48.6%
HAS price history and return analytics
+53.4%
-4.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.8% |
| 7D | -0.2% | -2.3% | +2.2% | +2.1% |
| 30D | +31.0% | -5.0% | +36.0% | +37.5% |
| 3M | +30.7% | -4.9% | +35.5% | +36.9% |
| 6M | +23.9% | -1.5% | +25.4% | +24.8% |
| YTD | +48.3% | +8.5% | +39.8% | +35.1% |
| 1Y | +60.2% | +11.4% | +48.8% | +42.1% |
| 3Y | +189.2% | +70.1% | +119.1% | +67.6% |
| All | +48.6% | +53.4% | -4.8% | -7.5% |
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