-42.9%
TER price history and return analytics
-0.9%
-42.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +1.7% |
| 7D | -20.5% | -2.3% | -18.1% | -12.9% |
| 30D | -47.0% | -5.0% | -42.1% | -34.6% |
| 3M | -43.3% | -4.9% | -38.4% | -30.2% |
| 6M | -42.9% | -1.5% | -41.4% | -36.5% |
| All | -42.9% | -0.9% | -42.0% | -36.5% |
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