-82.7%
LIVE price history and return analytics
+368.9%
-451.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.9% |
| 7D | -8.2% | -1.1% | -7.1% | -7.7% |
| 30D | -25.9% | -1.0% | -24.9% | -25.6% |
| 3M | -14.5% | +3.2% | -17.7% | -15.9% |
| 6M | -31.1% | +12.5% | -43.6% | -34.9% |
| YTD | -45.4% | +14.1% | -59.5% | -48.7% |
| 1Y | -50.6% | +18.9% | -69.5% | -54.4% |
| 3Y | -70.8% | +74.1% | -144.9% | -77.5% |
| 5Y | -80.0% | +66.9% | -146.8% | -84.4% |
| 10Y | -21.7% | +228.3% | -250.0% | -55.9% |
| All | -82.7% | +368.9% | -451.6% | -92.4% |
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