-26.0%
PROF price history and return analytics
+73.6%
-99.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.8% | +3.8% |
| 7D | +23.8% | -1.6% | +25.4% | +25.5% |
| 30D | +19.7% | -2.5% | +22.2% | +22.4% |
| 3M | -15.2% | -1.3% | -13.9% | -14.3% |
| 6M | +1.9% | +3.1% | -1.2% | -1.8% |
| YTD | -11.2% | +10.9% | -22.1% | -19.9% |
| 1Y | +17.3% | +12.1% | +5.2% | +4.9% |
| All | -26.0% | +73.6% | -99.5% | -51.1% |
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