+17.2%
MTD price history and return analytics
+76.6%
-59.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -3.7% | +1.0% | -4.7% | -4.8% |
| 30D | -7.3% | -0.2% | -7.0% | -7.0% |
| 3M | +16.4% | +4.5% | +11.8% | +10.2% |
| 6M | +9.6% | +14.1% | -4.5% | -7.1% |
| YTD | -4.9% | +14.8% | -19.7% | -20.1% |
| 1Y | +0.8% | +21.2% | -20.4% | -21.1% |
| 3Y | +17.2% | +76.6% | -59.3% | -43.0% |
| All | +17.2% | +76.6% | -59.4% | -43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling