+66.0%
IPO price history and return analytics
+75.0%
-9.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.5% |
| 30D | -0.1% | +1.0% | -1.1% | -1.6% |
| 3M | -4.0% | +2.4% | -6.3% | -7.0% |
| 6M | +25.1% | +12.0% | +13.1% | +4.7% |
| YTD | +19.4% | +15.3% | +4.0% | -4.6% |
| 1Y | +10.0% | +22.6% | -12.6% | -20.2% |
| All | +66.0% | +75.0% | -9.0% | -33.9% |
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 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