+183.3%
IPO price history and return analytics
+278.3%
-94.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.7% |
| 30D | -0.1% | +1.0% | -1.1% | -1.3% |
| 3M | -4.0% | +2.4% | -6.3% | -6.3% |
| 6M | +25.1% | +12.0% | +13.1% | +9.0% |
| YTD | +19.4% | +15.3% | +4.0% | +0.3% |
| 1Y | +10.0% | +22.6% | -12.6% | -14.3% |
| 3Y | +66.3% | +74.7% | -8.4% | -15.0% |
| 5Y | -20.2% | +66.1% | -86.3% | -54.8% |
| 10Y | +165.0% | +225.0% | -60.0% | -23.1% |
| All | +183.3% | +278.3% | -94.9% | -29.6% |
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