-73.5%
LIVE price history and return analytics
+69.7%
-143.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | -2.1% | -2.3% | +0.3% | -1.4% |
| 30D | -4.7% | -5.0% | +0.3% | -3.3% |
| 3M | -25.8% | -4.9% | -21.0% | -24.8% |
| 6M | -43.3% | -1.5% | -41.7% | -43.2% |
| YTD | -51.7% | +8.5% | -60.2% | -53.5% |
| 1Y | -47.1% | +11.4% | -58.5% | -49.4% |
| 3Y | -73.5% | +70.1% | -143.5% | -76.9% |
| All | -73.5% | +69.7% | -143.2% | -76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling