+2,112.0%
TER price history and return analytics
+346.0%
+1,766.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.2% |
| 7D | -20.5% | -2.3% | -18.1% | -17.3% |
| 30D | -47.0% | -5.0% | -42.1% | -42.4% |
| 3M | -43.3% | -4.9% | -38.4% | -38.2% |
| 6M | -42.9% | -1.5% | -41.4% | -39.2% |
| YTD | +12.9% | +8.5% | +4.4% | +7.3% |
| 1Y | +18.2% | +11.4% | +6.8% | +8.9% |
| 3Y | +151.8% | +70.1% | +81.7% | +38.6% |
| 5Y | +54.2% | +53.7% | +0.5% | +1.7% |
| 10Y | +908.2% | +220.0% | +688.3% | +186.7% |
| All | +2,112.0% | +346.0% | +1,766.0% | +358.3% |
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 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