+203.5%
OR price history and return analytics
+53.4%
+150.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.7% |
| 7D | +13.8% | -2.3% | +16.1% | +15.8% |
| 30D | +6.8% | -5.0% | +11.7% | +11.1% |
| 3M | +12.9% | -4.9% | +17.8% | +17.6% |
| 6M | -6.1% | -1.5% | -4.6% | -4.4% |
| YTD | +2.9% | +8.5% | -5.6% | -1.4% |
| 1Y | +17.2% | +11.4% | +5.8% | +10.5% |
| 3Y | +188.9% | +70.1% | +118.8% | +105.0% |
| All | +203.5% | +53.4% | +150.1% | +117.9% |
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