+66.7%
OUT price history and return analytics
+57.9%
+8.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | +3.4% | -1.6% | +5.0% | +5.7% |
| 30D | +12.8% | -2.5% | +15.2% | +16.6% |
| 3M | +2.7% | -1.3% | +4.0% | +4.1% |
| 6M | +4.2% | +3.1% | +1.1% | -2.0% |
| YTD | +38.5% | +10.9% | +27.6% | +16.1% |
| 1Y | +91.4% | +12.1% | +79.3% | +57.6% |
| 3Y | +228.5% | +73.9% | +154.6% | +38.6% |
| All | +66.7% | +57.9% | +8.8% | -15.5% |
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