+33.7%
III price history and return analytics
+368.9%
-335.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.8% |
| 7D | 0.0% | -1.1% | +1.1% | +0.7% |
| 30D | +1.7% | -1.0% | +2.7% | +2.3% |
| 3M | +22.3% | +3.2% | +19.2% | +19.5% |
| 6M | +29.0% | +12.5% | +16.5% | +18.9% |
| YTD | -7.4% | +14.1% | -21.4% | -15.2% |
| 1Y | +3.0% | +18.9% | -15.9% | -8.1% |
| 3Y | +24.3% | +74.1% | -49.8% | -13.2% |
| 5Y | -19.0% | +66.9% | -85.8% | -41.3% |
| 10Y | +61.3% | +228.3% | -167.0% | -14.5% |
| All | +33.7% | +368.9% | -335.2% | -39.2% |
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