+901.5%
LOAN price history and return analytics
+356.5%
+545.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -3.9% | +2.4% | -6.2% | -5.0% |
| 30D | -6.1% | -1.5% | -4.6% | -5.5% |
| 3M | -19.9% | -4.1% | -15.7% | -18.4% |
| 6M | -18.9% | +0.6% | -19.5% | -19.4% |
| YTD | -25.4% | +11.0% | -36.4% | -29.4% |
| 1Y | -27.6% | +13.3% | -40.9% | -32.2% |
| 3Y | -7.1% | +73.4% | -80.5% | -30.0% |
| 5Y | -18.3% | +57.4% | -75.7% | -36.2% |
| 10Y | +13.1% | +221.7% | -208.6% | -38.6% |
| All | +901.5% | +356.5% | +545.0% | +236.7% |
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