+1.2%
III price history and return analytics
+18.7%
-17.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.8% |
| 7D | -0.3% | -2.0% | +1.7% | +1.1% |
| 30D | -0.9% | -1.4% | +0.5% | +0.1% |
| 3M | +19.2% | +4.7% | +14.5% | +13.9% |
| 6M | +25.1% | +11.4% | +13.8% | +11.4% |
| YTD | -9.5% | +13.1% | -22.6% | -20.5% |
| 1Y | +1.2% | +19.0% | -17.9% | -15.7% |
| All | +1.2% | +18.7% | -17.6% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling