+173.4%
OR price history and return analytics
+58.5%
+114.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -1.1% | +2.9% | -4.0% | -3.2% |
| 30D | +0.9% | -2.5% | +3.4% | +3.0% |
| 3M | +3.5% | -3.3% | +6.8% | +6.5% |
| 6M | -11.7% | +1.5% | -13.3% | -12.2% |
| YTD | -1.0% | +11.4% | -12.4% | -7.1% |
| 1Y | +5.0% | +11.9% | -7.0% | -1.8% |
| 3Y | +180.6% | +73.9% | +106.8% | +95.8% |
| 5Y | +173.4% | +57.9% | +115.5% | +91.4% |
| All | +173.4% | +58.5% | +114.8% | +91.4% |
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 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