+232.8%
KEY price history and return analytics
+345.0%
-112.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +3.3% |
| 7D | -2.5% | -4.2% | +1.7% | +3.7% |
| 30D | +4.1% | -5.8% | +9.9% | +13.4% |
| 3M | -8.4% | -5.2% | -3.1% | -1.1% |
| 6M | -2.3% | +0.1% | -2.4% | -3.6% |
| YTD | +4.6% | +8.2% | -3.7% | -8.6% |
| 1Y | +24.6% | +10.1% | +14.4% | +5.9% |
| 3Y | +112.8% | +69.7% | +43.1% | -4.8% |
| 5Y | +12.9% | +53.4% | -40.5% | -40.3% |
| 10Y | +126.7% | +219.2% | -92.6% | -57.2% |
| All | +232.8% | +345.0% | -112.1% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling