+18.7%
ON price history and return analytics
+57.4%
-38.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +3.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | -10.9% | -2.6% | -8.3% | -4.7% |
| 3M | -14.9% | -3.2% | -11.6% | -7.2% |
| 6M | -33.0% | +0.9% | -34.0% | -31.5% |
| YTD | +27.6% | +11.3% | +16.3% | +6.5% |
| 1Y | +44.5% | +14.0% | +30.5% | +14.7% |
| 3Y | +7.4% | +75.8% | -68.4% | -63.5% |
| 5Y | +18.7% | +57.8% | -39.1% | -44.0% |
| All | +18.7% | +57.4% | -38.6% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling