+64.3%
R price history and return analytics
+11.9%
+52.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +3.3% | +2.9% | +0.4% | +0.5% |
| 30D | +16.6% | -2.5% | +19.1% | +19.3% |
| 3M | +6.5% | -3.3% | +9.9% | +10.0% |
| 6M | +23.5% | +1.5% | +22.0% | +20.0% |
| YTD | +47.6% | +11.4% | +36.2% | +26.4% |
| 1Y | +64.3% | +11.9% | +52.4% | +40.0% |
| All | +64.3% | +11.9% | +52.4% | +40.0% |
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