-11.2%
IIIV price history and return analytics
+59.8%
-71.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.1% |
| 7D | +3.0% | -0.7% | +3.7% | +3.5% |
| 30D | +20.9% | -1.7% | +22.7% | +22.8% |
| 3M | +15.6% | -2.3% | +17.9% | +18.1% |
| 6M | -2.9% | +1.5% | -4.4% | -6.0% |
| YTD | -22.2% | +12.0% | -34.3% | -34.0% |
| 1Y | -33.1% | +12.9% | -46.0% | -43.7% |
| 3Y | +2.4% | +74.9% | -72.6% | -53.3% |
| 5Y | -11.2% | +59.9% | -71.1% | -48.9% |
| All | -11.2% | +59.8% | -71.0% | -48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling