-49.1%
TAGS price history and return analytics
+340.2%
-389.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | +0.9% | +2.4% | -1.4% | +0.7% |
| 30D | -7.9% | -1.5% | -6.4% | -7.8% |
| 3M | -2.1% | -4.1% | +2.1% | -1.6% |
| 6M | -3.0% | +0.6% | -3.6% | -3.1% |
| YTD | +10.2% | +11.0% | -0.9% | +8.8% |
| 1Y | +6.8% | +13.3% | -6.6% | +5.2% |
| 3Y | -19.7% | +73.4% | -93.1% | -24.9% |
| 5Y | -8.4% | +57.4% | -65.8% | -13.5% |
| 10Y | -4.6% | +221.7% | -226.3% | -19.2% |
| All | -49.1% | +340.2% | -389.4% | -57.2% |
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