+180.8%
OR price history and return analytics
+69.4%
+111.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.1% | +5.9% |
| 7D | +5.7% | -4.2% | +9.9% | +9.9% |
| 30D | +2.1% | -5.8% | +7.9% | +8.0% |
| 3M | +9.4% | -5.2% | +14.7% | +15.2% |
| 6M | -2.1% | +0.1% | -2.2% | -1.1% |
| YTD | 0.0% | +8.2% | -8.2% | -4.1% |
| 1Y | +13.1% | +10.1% | +3.0% | +7.4% |
| All | +180.8% | +69.4% | +111.5% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling