+411.2%
RSI price history and return analytics
+74.2%
+337.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.9% |
| 7D | -0.9% | -1.1% | +0.2% | +0.5% |
| 30D | +8.9% | -1.0% | +9.8% | +10.3% |
| 3M | -9.8% | +3.2% | -13.0% | -14.1% |
| 6M | +25.4% | +12.5% | +13.0% | +3.5% |
| YTD | +36.0% | +14.1% | +22.0% | +9.5% |
| 1Y | +22.6% | +18.9% | +3.7% | -8.1% |
| 3Y | +411.2% | +74.1% | +337.1% | +60.6% |
| All | +411.2% | +74.2% | +337.0% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling