+1,703.4%
MTD price history and return analytics
+357.8%
+1,345.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +3.1% | +2.9% | +0.2% | +0.4% |
| 30D | +8.3% | -2.5% | +10.8% | +10.8% |
| 3M | +20.3% | -3.3% | +23.7% | +24.1% |
| 6M | +61.4% | +1.5% | +59.9% | +58.6% |
| YTD | +24.2% | +11.4% | +12.8% | +11.8% |
| 1Y | +19.6% | +11.9% | +7.6% | +7.2% |
| 3Y | +65.8% | +73.9% | -8.1% | +0.3% |
| 5Y | +12.9% | +57.9% | -45.0% | -24.6% |
| 10Y | +309.9% | +222.6% | +87.2% | +49.3% |
| All | +1,703.4% | +357.8% | +1,345.6% | +375.4% |
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 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