+69.5%
R price history and return analytics
+11.9%
+57.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.3% |
| 7D | +5.9% | +2.4% | +3.5% | +3.5% |
| 30D | +18.6% | -1.5% | +20.1% | +20.0% |
| 3M | +7.6% | -4.1% | +11.7% | +12.1% |
| 6M | +25.1% | +0.6% | +24.5% | +23.0% |
| YTD | +49.2% | +11.0% | +38.1% | +28.0% |
| 1Y | +69.5% | +13.3% | +56.2% | +39.8% |
| All | +69.5% | +11.9% | +57.6% | +39.8% |
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