-82.0%
NA price history and return analytics
+76.6%
-158.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.5% |
| 7D | +14.5% | +1.0% | +13.5% | +13.9% |
| 30D | +23.1% | -0.2% | +23.4% | +23.4% |
| 3M | +9.6% | +4.5% | +5.0% | +7.3% |
| 6M | -22.6% | +14.1% | -36.7% | -28.6% |
| YTD | -27.3% | +14.8% | -42.1% | -33.0% |
| 1Y | -53.7% | +21.2% | -74.9% | -58.4% |
| 3Y | -82.0% | +76.6% | -158.5% | -86.9% |
| All | -82.0% | +76.6% | -158.6% | -86.9% |
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