+2,017.3%
MAIN price history and return analytics
+357.8%
+1,659.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -0.6% | +2.9% | -3.5% | -2.4% |
| 30D | +5.1% | -2.5% | +7.6% | +6.6% |
| 3M | -2.0% | -3.3% | +1.3% | 0.0% |
| 6M | +10.6% | +1.5% | +9.1% | +9.2% |
| YTD | -0.3% | +11.4% | -11.7% | -7.1% |
| 1Y | +2.7% | +11.9% | -9.2% | -4.6% |
| 3Y | +76.5% | +73.9% | +2.7% | +24.4% |
| 5Y | +82.1% | +57.9% | +24.2% | +35.8% |
| 10Y | +226.7% | +222.6% | +4.1% | +69.7% |
| All | +2,017.3% | +357.8% | +1,659.4% | +889.8% |
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