+219.8%
T price history and return analytics
+346.0%
-126.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +1.0% | -2.3% | +3.3% | +2.4% |
| 30D | -10.6% | -5.0% | -5.7% | -8.1% |
| 3M | -7.7% | -4.9% | -2.9% | -5.3% |
| 6M | -13.3% | -1.5% | -11.8% | -13.2% |
| YTD | -8.8% | +8.5% | -17.3% | -14.4% |
| 1Y | -8.4% | +11.4% | -19.8% | -15.5% |
| 3Y | +59.6% | +70.1% | -10.4% | +10.5% |
| 5Y | +52.1% | +53.7% | -1.6% | +11.0% |
| 10Y | +56.9% | +220.0% | -163.1% | -29.8% |
| All | +219.8% | +346.0% | -126.3% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling