+129.3%
M price history and return analytics
+345.0%
-215.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.8% | -0.7% |
| 7D | -2.1% | -4.2% | +2.0% | +3.5% |
| 30D | +7.7% | -5.8% | +13.5% | +16.2% |
| 3M | -4.4% | -5.2% | +0.9% | +2.5% |
| 6M | +27.5% | +0.1% | +27.4% | +27.3% |
| YTD | +12.8% | +8.2% | +4.5% | +1.6% |
| 1Y | +20.7% | +10.1% | +10.6% | +6.5% |
| 3Y | +111.3% | +69.7% | +41.6% | +10.6% |
| 5Y | -6.3% | +53.4% | -59.7% | -41.8% |
| 10Y | +1.5% | +219.2% | -217.7% | -71.8% |
| All | +129.3% | +345.0% | -215.7% | -49.1% |
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