+67.7%
IDX price history and return analytics
+607.8%
-540.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +3.8% | +2.4% | +1.5% | +1.4% |
| 30D | -11.0% | -1.5% | -9.5% | -9.7% |
| 3M | -16.9% | -4.1% | -12.8% | -13.5% |
| 6M | -25.1% | +0.6% | -25.7% | -25.7% |
| YTD | -44.1% | +11.0% | -55.1% | -49.9% |
| 1Y | -43.0% | +13.3% | -56.3% | -49.9% |
| 3Y | -38.3% | +73.4% | -111.7% | -65.3% |
| 5Y | -47.8% | +57.4% | -105.2% | -68.3% |
| 10Y | -44.4% | +221.7% | -266.1% | -84.5% |
| All | +67.7% | +607.8% | -540.1% | -79.6% |
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