+134.7%
PRE price history and return analytics
+18.7%
+116.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.3% |
| 7D | -7.7% | -2.0% | -5.7% | -4.9% |
| 30D | +24.5% | -1.4% | +25.9% | +27.2% |
| 3M | +22.9% | +4.7% | +18.2% | +16.0% |
| 6M | +18.7% | +11.4% | +7.3% | +6.6% |
| YTD | +50.2% | +13.1% | +37.2% | +35.7% |
| 1Y | +134.7% | +19.0% | +115.7% | +123.9% |
| All | +134.7% | +18.7% | +116.0% | +123.9% |
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