+20.8%
TAGS price history and return analytics
+18.6%
+2.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.6% |
| 7D | +0.6% | -2.0% | +2.6% | +0.5% |
| 30D | +12.3% | -1.4% | +13.7% | +12.1% |
| 3M | +19.9% | +4.7% | +15.1% | +20.4% |
| 6M | +16.6% | +11.4% | +5.3% | +18.1% |
| YTD | +24.5% | +13.1% | +11.5% | +25.3% |
| All | +20.8% | +18.6% | +2.2% | +21.7% |
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