+261.8%
R price history and return analytics
+57.4%
+204.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.8% |
| 7D | -2.3% | +0.4% | -2.7% | -2.7% |
| 30D | +16.9% | -2.6% | +19.5% | +20.2% |
| 3M | +6.8% | -3.2% | +10.1% | +10.6% |
| 6M | +17.6% | +0.9% | +16.6% | +15.7% |
| YTD | +47.5% | +11.3% | +36.2% | +29.9% |
| 1Y | +67.6% | +14.0% | +53.6% | +43.8% |
| 3Y | +196.4% | +75.8% | +120.6% | +58.6% |
| 5Y | +261.8% | +57.8% | +204.0% | +120.1% |
| All | +261.8% | +57.4% | +204.5% | +120.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling