+155.1%
L price history and return analytics
+346.0%
-190.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -1.4% | -2.3% | +0.9% | +0.9% |
| 30D | +3.8% | -5.0% | +8.8% | +9.2% |
| 3M | -5.4% | -4.9% | -0.5% | -0.7% |
| 6M | +4.3% | -1.5% | +5.9% | +4.5% |
| YTD | +4.4% | +8.5% | -4.1% | -6.6% |
| 1Y | +8.2% | +11.4% | -3.2% | -6.0% |
| 3Y | +69.2% | +70.1% | -0.9% | -9.8% |
| 5Y | +95.0% | +53.7% | +41.3% | +14.1% |
| 10Y | +176.8% | +220.0% | -43.2% | -27.6% |
| All | +155.1% | +346.0% | -190.9% | -60.4% |
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