+211.2%
PRE price history and return analytics
+74.2%
+137.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.6% | -4.9% |
| 7D | -6.8% | -0.1% | -6.7% | -6.8% |
| 30D | +29.1% | -0.7% | +29.8% | +29.6% |
| 3M | +16.0% | +4.0% | +12.0% | +14.0% |
| 6M | +18.4% | +12.3% | +6.2% | +13.7% |
| YTD | +54.1% | +14.0% | +40.1% | +48.0% |
| 1Y | +161.0% | +20.3% | +140.7% | +148.7% |
| All | +211.2% | +74.2% | +137.0% | +169.3% |
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