-98.4%
INV price history and return analytics
+75.6%
-174.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.8% | +5.3% |
| 7D | -21.8% | -0.7% | -21.1% | -19.4% |
| 30D | -38.3% | -1.7% | -36.6% | -36.1% |
| 3M | -95.0% | -2.3% | -92.7% | -94.6% |
| 6M | -97.6% | +1.5% | -99.1% | -97.5% |
| YTD | -96.0% | +12.0% | -108.0% | -96.1% |
| 1Y | -95.9% | +12.9% | -108.7% | -96.0% |
| All | -98.4% | +75.6% | -174.0% | -98.4% |
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