+27.6%
IR price history and return analytics
+69.7%
-42.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.1% |
| 7D | +3.7% | -2.3% | +6.0% | +6.6% |
| 30D | +7.4% | -5.0% | +12.4% | +14.5% |
| 3M | -5.9% | -4.9% | -1.0% | +0.1% |
| 6M | +5.6% | -1.5% | +7.1% | +7.1% |
| YTD | +4.8% | +8.5% | -3.6% | -6.5% |
| 1Y | +6.9% | +11.4% | -4.4% | -7.8% |
| 3Y | +27.6% | +70.1% | -42.5% | -26.7% |
| All | +27.6% | +69.7% | -42.2% | -26.7% |
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