+12.2%
KEY price history and return analytics
+53.4%
-41.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.8% |
| 7D | -1.3% | -2.3% | +1.0% | +1.6% |
| 30D | +5.1% | -5.0% | +10.1% | +11.9% |
| 3M | -7.1% | -4.9% | -2.2% | -1.3% |
| 6M | -4.4% | -1.5% | -2.8% | -3.4% |
| YTD | +4.0% | +8.5% | -4.5% | -8.1% |
| 1Y | +23.4% | +11.4% | +12.0% | +5.1% |
| 3Y | +113.9% | +70.1% | +43.8% | +2.7% |
| All | +12.2% | +53.4% | -41.2% | -39.1% |
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