+800.0%
OEF price history and return analytics
+368.8%
+431.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | -1.1% | -0.7% | -0.4% | -0.5% |
| 3M | +4.4% | +4.0% | +0.4% | +0.8% |
| 6M | +14.1% | +12.3% | +1.8% | +2.8% |
| YTD | +11.0% | +14.0% | -3.0% | -1.3% |
| 1Y | +18.2% | +20.3% | -2.1% | +0.2% |
| 3Y | +86.9% | +75.4% | +11.4% | +14.1% |
| 5Y | +94.1% | +66.0% | +28.1% | +25.0% |
| 10Y | +365.0% | +228.2% | +136.8% | +71.1% |
| All | +800.0% | +368.8% | +431.2% | +148.3% |
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