+1,722.3%
MTD price history and return analytics
+360.7%
+1,361.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.2% |
| 7D | +1.5% | -0.7% | +2.2% | +2.1% |
| 30D | +11.9% | -1.7% | +13.6% | +13.7% |
| 3M | +21.7% | -2.3% | +24.0% | +24.2% |
| 6M | +62.2% | +1.5% | +60.6% | +59.4% |
| YTD | +25.4% | +12.0% | +13.4% | +12.3% |
| 1Y | +21.0% | +12.9% | +8.2% | +7.7% |
| 3Y | +67.5% | +74.9% | -7.4% | +0.8% |
| 5Y | +15.0% | +59.9% | -44.9% | -24.0% |
| 10Y | +314.2% | +224.6% | +89.5% | +50.0% |
| All | +1,722.3% | +360.7% | +1,361.6% | +377.7% |
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