-44.0%
LIVE price history and return analytics
+23.3%
-67.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | -4.2% | +0.4% | -4.7% | -4.5% |
| 30D | -8.2% | +1.0% | -9.2% | -8.7% |
| 3M | -7.7% | +2.4% | -10.0% | -8.6% |
| 6M | -37.1% | +12.0% | -49.1% | -42.7% |
| YTD | -40.5% | +15.3% | -55.9% | -47.9% |
| 1Y | -44.0% | +22.6% | -66.6% | -44.9% |
| All | -44.0% | +23.3% | -67.3% | -44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling