-6.5%
IR price history and return analytics
+21.4%
-27.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +0.6% | +1.0% | -0.4% | -0.6% |
| 30D | -13.6% | -0.2% | -13.4% | -13.4% |
| 3M | +3.7% | +4.5% | -0.9% | -1.8% |
| 6M | -13.1% | +14.1% | -27.1% | -26.7% |
| YTD | -5.1% | +14.8% | -19.9% | -20.7% |
| 1Y | -6.5% | +21.2% | -27.7% | -27.2% |
| All | -6.5% | +21.4% | -27.9% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling