+11.3%
HIGH price history and return analytics
+101.6%
-90.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | -0.6% | -0.1% | -0.4% | -0.6% |
| 30D | -2.2% | -3.1% | +0.9% | -1.2% |
| 3M | -4.4% | -3.5% | -0.9% | -3.3% |
| 6M | -1.4% | +0.5% | -1.9% | -1.6% |
| YTD | -2.7% | +10.8% | -13.5% | -5.9% |
| 1Y | -5.3% | +11.9% | -17.2% | -8.7% |
| 3Y | +3.9% | +73.0% | -69.1% | -7.1% |
| All | +11.3% | +101.6% | -90.3% | -0.4% |
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