+13.0%
KEY price history and return analytics
+59.8%
-46.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -1.0% |
| 7D | -0.5% | -0.7% | +0.2% | +0.3% |
| 30D | +6.7% | -1.7% | +8.5% | +8.9% |
| 3M | -4.6% | -2.3% | -2.3% | -2.0% |
| 6M | +2.6% | +1.5% | +1.1% | -0.3% |
| YTD | +7.0% | +12.0% | -5.1% | -9.3% |
| 1Y | +23.5% | +12.9% | +10.6% | +3.6% |
| 3Y | +126.4% | +74.9% | +51.4% | +4.7% |
| 5Y | +13.0% | +59.9% | -46.9% | -41.8% |
| All | +13.0% | +59.8% | -46.7% | -41.8% |
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