+118.5%
SPOT price history and return analytics
+57.4%
+61.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -2.4% |
| 7D | +2.5% | +0.4% | +2.2% | +1.9% |
| 30D | +15.1% | -2.6% | +17.7% | +18.5% |
| 3M | +24.8% | -3.2% | +28.0% | +29.0% |
| 6M | +45.8% | +0.9% | +44.8% | +40.4% |
| YTD | +4.9% | +11.3% | -6.4% | -13.3% |
| 1Y | -1.3% | +14.0% | -15.3% | -21.4% |
| 3Y | +257.7% | +75.8% | +181.9% | +35.9% |
| 5Y | +118.5% | +57.8% | +60.7% | +7.0% |
| All | +118.5% | +57.4% | +61.1% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling