+536.0%
R price history and return analytics
+346.0%
+190.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.7% |
| 7D | -5.7% | -2.3% | -3.4% | -3.2% |
| 30D | +14.7% | -5.0% | +19.6% | +21.3% |
| 3M | +2.0% | -4.9% | +6.9% | +7.7% |
| 6M | +11.2% | -1.5% | +12.7% | +12.5% |
| YTD | +40.9% | +8.5% | +32.4% | +27.6% |
| 1Y | +61.8% | +11.4% | +50.4% | +42.3% |
| 3Y | +182.2% | +70.1% | +112.1% | +53.2% |
| 5Y | +244.9% | +53.7% | +191.2% | +110.7% |
| 10Y | +421.0% | +220.0% | +201.1% | +45.3% |
| All | +536.0% | +346.0% | +190.0% | +29.2% |
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