+135.0%
IPO price history and return analytics
+255.8%
-120.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.4% | +3.4% |
| 7D | -4.6% | -2.3% | -2.3% | -1.4% |
| 30D | -16.5% | -5.0% | -11.6% | -10.3% |
| 3M | -16.6% | -4.9% | -11.7% | -10.3% |
| 6M | -13.6% | -1.5% | -12.1% | -10.7% |
| YTD | -1.0% | +8.5% | -9.5% | -9.3% |
| 1Y | -1.9% | +11.4% | -13.2% | -13.0% |
| 3Y | +45.9% | +70.1% | -24.2% | -22.2% |
| 5Y | -32.3% | +53.7% | -86.0% | -57.6% |
| 10Y | +134.7% | +220.0% | -85.3% | -29.0% |
| All | +135.0% | +255.8% | -120.8% | -36.4% |
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 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