+190.0%
R price history and return analytics
+75.6%
+114.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.1% |
| 7D | -0.3% | -0.7% | +0.4% | +0.5% |
| 30D | +18.8% | -1.7% | +20.6% | +21.0% |
| 3M | +9.6% | -2.3% | +11.9% | +12.3% |
| 6M | +22.4% | +1.5% | +20.9% | +19.4% |
| YTD | +49.3% | +12.0% | +37.3% | +29.0% |
| 1Y | +68.7% | +12.9% | +55.9% | +44.7% |
| All | +190.0% | +75.6% | +114.4% | +50.0% |
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 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