+403.1%
PL price history and return analytics
+69.4%
+333.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -4.1% | -6.0% | +0.5% |
| 7D | -20.5% | -4.2% | -16.4% | -11.1% |
| 30D | -38.8% | -5.8% | -33.0% | -28.0% |
| 3M | -49.1% | -5.2% | -43.9% | -40.9% |
| 6M | -69.4% | +0.1% | -69.5% | -67.8% |
| YTD | -42.3% | +8.2% | -50.6% | -50.6% |
| 1Y | -14.2% | +10.1% | -24.3% | -29.2% |
| All | +403.1% | +69.4% | +333.7% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling