+180.5%
PL price history and return analytics
+23.3%
+157.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -9.3% | +0.4% | -9.8% | -10.5% |
| 30D | -18.9% | +1.0% | -19.9% | -20.9% |
| 3M | -58.4% | +2.4% | -60.8% | -59.7% |
| 6M | -30.3% | +12.0% | -42.3% | -40.4% |
| YTD | -8.1% | +15.3% | -23.5% | -29.0% |
| 1Y | +180.5% | +22.6% | +157.9% | +56.2% |
| All | +180.5% | +23.3% | +157.2% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling