+238.6%
P price history and return analytics
+53.4%
+185.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.1% |
| 7D | -23.8% | -2.3% | -21.5% | -20.0% |
| 30D | -36.6% | -5.0% | -31.7% | -29.9% |
| 3M | +10.9% | -4.9% | +15.8% | +22.9% |
| 6M | +30.0% | -1.5% | +31.5% | +37.8% |
| YTD | +44.4% | +8.5% | +35.9% | +31.6% |
| 1Y | +3.9% | +11.4% | -7.4% | -9.0% |
| 3Y | +176.6% | +70.1% | +106.5% | +38.4% |
| All | +238.6% | +53.4% | +185.2% | +112.8% |
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