+5.5%
IIIV price history and return analytics
+140.6%
-135.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +6.9% |
| 7D | +11.8% | -4.2% | +16.0% | +17.6% |
| 30D | +29.4% | -5.8% | +35.2% | +38.8% |
| 3M | -13.7% | -5.2% | -8.5% | -8.4% |
| 6M | -13.6% | +0.1% | -13.7% | -15.5% |
| YTD | -23.1% | +8.2% | -31.4% | -32.9% |
| 1Y | -35.7% | +10.1% | -45.8% | -45.1% |
| 3Y | -5.3% | +69.7% | -74.9% | -56.0% |
| 5Y | -13.9% | +53.4% | -67.3% | -52.7% |
| All | +5.5% | +140.6% | -135.1% | -69.1% |
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