+1,449.6%
NET price history and return analytics
+144.2%
+1,305.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | -7.0% | +0.4% | -7.4% | -7.6% |
| 30D | -4.8% | +1.0% | -5.8% | -5.9% |
| 3M | +3.8% | +2.4% | +1.4% | +0.4% |
| 6M | +50.0% | +12.0% | +38.0% | +24.9% |
| YTD | +41.5% | +15.3% | +26.1% | +12.7% |
| 1Y | +32.8% | +22.6% | +10.2% | -3.4% |
| 3Y | +335.9% | +74.7% | +261.2% | +90.4% |
| 5Y | +113.8% | +66.1% | +47.7% | +5.2% |
| All | +1,449.6% | +144.2% | +1,305.3% | +492.6% |
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