+74.7%
JPY price history and return analytics
+60.2%
+14.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.5% | +1.4% |
| 7D | +0.7% | -1.1% | +1.9% | +1.9% |
| 30D | +1.5% | -1.0% | +2.5% | +2.6% |
| 3M | +8.7% | +3.2% | +5.6% | +5.3% |
| 6M | +20.1% | +12.5% | +7.6% | +5.9% |
| YTD | +25.0% | +14.1% | +10.9% | +8.8% |
| 1Y | +27.5% | +18.9% | +8.6% | +6.7% |
| All | +74.7% | +60.2% | +14.6% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling