-49.7%
REAL price history and return analytics
+141.0%
-190.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -5.1% |
| 7D | +7.2% | -0.7% | +7.9% | +9.1% |
| 30D | +50.2% | -1.7% | +51.9% | +56.7% |
| 3M | +23.3% | -2.3% | +25.6% | +30.2% |
| 6M | +45.9% | +1.5% | +44.4% | +41.1% |
| YTD | -7.8% | +12.0% | -19.8% | -28.4% |
| 1Y | -6.0% | +12.9% | -18.9% | -28.4% |
| 3Y | +599.5% | +74.9% | +524.6% | +104.9% |
| 5Y | -7.4% | +59.9% | -67.4% | -59.7% |
| All | -49.7% | +141.0% | -190.6% | -88.5% |
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