-6.0%
REAL price history and return analytics
+13.3%
-19.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -4.7% |
| 7D | +7.2% | -0.7% | +7.9% | +8.6% |
| 30D | +50.2% | -1.7% | +51.9% | +55.5% |
| 3M | +23.3% | -2.3% | +25.6% | +29.2% |
| 6M | +45.9% | +1.5% | +44.4% | +40.4% |
| YTD | -7.8% | +12.0% | -19.8% | -29.1% |
| 1Y | -6.0% | +12.9% | -18.9% | -28.7% |
| All | -6.0% | +13.3% | -19.3% | -28.7% |
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