+663.6%
ON price history and return analytics
+357.6%
+306.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +5.2% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -10.9% | -2.6% | -8.3% | -6.4% |
| 3M | -14.9% | -3.2% | -11.6% | -9.3% |
| 6M | -33.0% | +0.9% | -34.0% | -31.6% |
| YTD | +27.6% | +11.3% | +16.3% | +13.2% |
| 1Y | +44.5% | +14.0% | +30.5% | +23.9% |
| 3Y | +7.4% | +75.8% | -68.4% | -48.5% |
| 5Y | +18.7% | +57.8% | -39.1% | -28.3% |
| 10Y | +516.0% | +219.8% | +296.2% | +69.0% |
| All | +663.6% | +357.6% | +306.0% | +51.8% |
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