-82.9%
MF price history and return analytics
+48.2%
-131.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.4% | +3.3% |
| 7D | +110.8% | -0.7% | +111.5% | +110.2% |
| 30D | +108.3% | -1.7% | +110.1% | +108.0% |
| 3M | +78.0% | -2.3% | +80.3% | +77.8% |
| 6M | +131.8% | +1.5% | +130.3% | +127.9% |
| YTD | -65.0% | +12.0% | -77.0% | -66.5% |
| 1Y | -69.8% | +12.9% | -82.7% | -71.0% |
| All | -82.9% | +48.2% | -131.2% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling