+67.3%
OUT price history and return analytics
+60.6%
+6.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -2.0% |
| 7D | +3.4% | -0.3% | +3.7% | +3.8% |
| 30D | +12.4% | -1.4% | +13.9% | +14.5% |
| 3M | +2.7% | -1.4% | +4.1% | +4.3% |
| 6M | +7.0% | +5.5% | +1.5% | -2.6% |
| YTD | +39.0% | +12.8% | +26.2% | +13.8% |
| 1Y | +93.7% | +15.4% | +78.2% | +52.7% |
| 3Y | +229.7% | +76.9% | +152.8% | +35.9% |
| 5Y | +67.3% | +60.4% | +6.9% | -17.2% |
| All | +67.3% | +60.6% | +6.7% | -17.2% |
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