+70.0%
ROE price history and return analytics
+61.0%
+9.0%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | -3.6% | -2.3% | -1.3% | -1.3% |
| 30D | -5.5% | -5.0% | -0.5% | -0.5% |
| 3M | -5.3% | -4.9% | -0.4% | -0.4% |
| 6M | +3.5% | -1.5% | +5.0% | +5.1% |
| YTD | +17.5% | +8.5% | +9.0% | +8.0% |
| 1Y | +20.3% | +11.4% | +9.0% | +7.6% |
| 3Y | +82.2% | +70.1% | +12.1% | +6.4% |
| All | +70.0% | +61.0% | +9.0% | +4.2% |
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