+55.4%
III price history and return analytics
+357.6%
-302.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +0.2% |
| 7D | -4.0% | +0.4% | -4.3% | -4.3% |
| 30D | +4.1% | -2.6% | +6.7% | +5.8% |
| 3M | +17.2% | -3.2% | +20.4% | +19.6% |
| 6M | +52.2% | +0.9% | +51.2% | +50.4% |
| YTD | +7.6% | +11.3% | -3.7% | -0.1% |
| 1Y | +19.4% | +14.0% | +5.4% | +9.2% |
| 3Y | +64.8% | +75.8% | -11.0% | +14.2% |
| 5Y | -21.7% | +57.8% | -79.5% | -41.5% |
| 10Y | +101.8% | +219.8% | -118.0% | +8.6% |
| All | +55.4% | +357.6% | -302.3% | -28.3% |
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