-98.9%
NA price history and return analytics
+99.2%
-198.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +0.3% |
| 7D | -14.8% | -0.7% | -14.1% | -13.8% |
| 30D | -28.1% | -1.7% | -26.4% | -26.3% |
| 3M | -24.6% | -2.3% | -22.3% | -22.1% |
| 6M | -32.4% | +1.5% | -33.9% | -32.6% |
| YTD | -56.2% | +12.0% | -68.2% | -60.5% |
| 1Y | -67.2% | +12.9% | -80.1% | -70.7% |
| 3Y | -89.7% | +74.9% | -164.7% | -94.5% |
| All | -98.9% | +99.2% | -198.0% | -99.6% |
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