-84.4%
TOP price history and return analytics
+76.2%
-160.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.7% |
| 7D | +19.3% | -2.3% | +21.6% | +22.0% |
| 30D | -14.5% | -5.0% | -9.6% | -8.8% |
| 3M | +24.2% | -4.9% | +29.1% | +31.9% |
| 6M | +236.7% | -1.5% | +238.3% | +241.6% |
| YTD | +163.7% | +8.5% | +155.2% | +131.8% |
| 1Y | +138.7% | +11.4% | +127.4% | +101.8% |
| 3Y | -39.8% | +70.1% | -109.8% | -74.9% |
| All | -84.4% | +76.2% | -160.6% | -94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling