+64.7%
HTD price history and return analytics
+69.4%
-4.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +0.7% |
| 7D | 0.0% | -4.2% | +4.1% | +1.9% |
| 30D | +4.2% | -5.8% | +10.0% | +7.0% |
| 3M | -6.7% | -5.2% | -1.4% | -4.4% |
| 6M | -6.8% | +0.1% | -6.9% | -7.2% |
| YTD | +4.7% | +8.2% | -3.6% | -0.3% |
| 1Y | +0.9% | +10.1% | -9.2% | -4.8% |
| All | +64.7% | +69.4% | -4.6% | +4.8% |
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