-9.6%
ST price history and return analytics
+0.4%
-10.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | +1.5% |
| 7D | -6.7% | -4.2% | -2.6% | +1.3% |
| 30D | -12.3% | -5.8% | -6.5% | -1.1% |
| 3M | -18.8% | -5.2% | -13.6% | -9.5% |
| 6M | -9.6% | +0.1% | -9.7% | -11.1% |
| All | -9.6% | +0.4% | -10.0% | -11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling