-7.2%
T price history and return analytics
+21.4%
-28.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.5% |
| 7D | -1.5% | +1.0% | -2.5% | -1.2% |
| 30D | +7.6% | -0.2% | +7.8% | +7.5% |
| 3M | +15.3% | +4.5% | +10.8% | +17.2% |
| 6M | -8.5% | +14.1% | -22.5% | -4.3% |
| YTD | +6.8% | +14.8% | -8.0% | +10.7% |
| 1Y | -7.2% | +21.2% | -28.4% | -3.3% |
| All | -7.2% | +21.4% | -28.6% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling