+2.2%
MTD price history and return analytics
+18.7%
-16.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.1% |
| 7D | -5.6% | -2.0% | -3.6% | -4.0% |
| 30D | -10.9% | -1.4% | -9.5% | -9.9% |
| 3M | +13.0% | +4.7% | +8.3% | +8.5% |
| 6M | +4.0% | +11.4% | -7.4% | -5.8% |
| YTD | -8.1% | +13.1% | -21.2% | -18.2% |
| 1Y | +2.2% | +19.0% | -16.8% | -17.4% |
| All | +2.2% | +18.7% | -16.5% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling