-90.1%
INV price history and return analytics
+74.2%
-164.3%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.8% |
| 7D | -6.7% | -0.1% | -6.5% | -6.5% |
| 30D | -68.8% | -0.7% | -68.2% | -68.4% |
| 3M | -81.6% | +4.0% | -85.6% | -82.0% |
| 6M | -65.6% | +12.3% | -77.9% | -68.0% |
| YTD | -74.9% | +14.0% | -88.9% | -76.6% |
| 1Y | -81.3% | +20.3% | -101.6% | -82.8% |
| All | -90.1% | +74.2% | -164.3% | -90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling