+57.1%
RULE price history and return analytics
+76.6%
-19.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +3.0% | +1.0% | +2.0% | +1.8% |
| 30D | +0.5% | -0.2% | +0.7% | +0.8% |
| 3M | -3.9% | +4.5% | -8.4% | -8.0% |
| 6M | +26.4% | +14.1% | +12.4% | +11.5% |
| YTD | +32.1% | +14.8% | +17.3% | +16.1% |
| 1Y | +34.4% | +21.2% | +13.2% | +12.6% |
| 3Y | +57.1% | +76.6% | -19.4% | -6.5% |
| All | +57.1% | +76.6% | -19.5% | -6.5% |
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 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