-89.7%
INV price history and return analytics
+64.7%
-154.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.4% |
| 7D | -6.4% | -2.0% | -4.4% | -5.3% |
| 30D | -69.3% | -1.4% | -67.9% | -69.0% |
| 3M | -81.3% | +4.7% | -86.0% | -81.5% |
| 6M | -67.0% | +11.4% | -78.3% | -67.9% |
| YTD | -75.4% | +13.1% | -88.4% | -76.0% |
| 1Y | -81.6% | +19.0% | -100.7% | -82.2% |
| 3Y | -90.3% | +73.9% | -164.2% | -90.4% |
| All | -89.7% | +64.7% | -154.4% | -89.9% |
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