+56.9%
ON price history and return analytics
+65.7%
-8.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +1.2% |
| 7D | -1.9% | -0.1% | -1.7% | -1.6% |
| 30D | -11.0% | -0.7% | -10.4% | -9.7% |
| 3M | -39.3% | +4.0% | -43.3% | -43.2% |
| 6M | +19.8% | +12.3% | +7.5% | -3.3% |
| YTD | +31.1% | +14.0% | +17.1% | +2.4% |
| 1Y | +46.0% | +20.3% | +25.7% | +2.7% |
| 3Y | -27.5% | +75.4% | -103.0% | -75.7% |
| 5Y | +56.9% | +66.0% | -9.1% | -32.9% |
| All | +56.9% | +65.7% | -8.8% | -32.9% |
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 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