+478.1%
HAS price history and return analytics
+346.0%
+132.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -0.2% | -2.3% | +2.2% | +1.7% |
| 30D | +31.0% | -5.0% | +36.0% | +36.3% |
| 3M | +30.7% | -4.9% | +35.5% | +35.7% |
| 6M | +23.9% | -1.5% | +25.4% | +24.8% |
| YTD | +48.3% | +8.5% | +39.8% | +38.4% |
| 1Y | +60.2% | +11.4% | +48.8% | +46.5% |
| 3Y | +189.2% | +70.1% | +119.1% | +91.5% |
| 5Y | +50.4% | +53.7% | -3.3% | +7.8% |
| 10Y | +104.2% | +220.0% | -115.8% | -11.4% |
| All | +478.1% | +346.0% | +132.1% | +96.3% |
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