+206.1%
PY price history and return analytics
+238.9%
-32.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +4.1% | -3.1% | +7.2% | +6.5% |
| 3M | +2.9% | -3.5% | +6.4% | +5.5% |
| 6M | +11.6% | +0.5% | +11.1% | +10.7% |
| YTD | +14.7% | +10.8% | +3.9% | +5.3% |
| 1Y | +16.8% | +11.9% | +4.9% | +6.4% |
| 3Y | +60.3% | +73.0% | -12.7% | +5.0% |
| 5Y | +51.4% | +58.6% | -7.2% | +5.0% |
| 10Y | +186.5% | +219.2% | -32.7% | +39.8% |
| All | +206.1% | +238.9% | -32.8% | +47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling