-47.0%
TOP price history and return analytics
+75.0%
-122.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -10.4% | +0.4% | -10.8% | -10.8% |
| 30D | +43.4% | +1.0% | +42.5% | +41.6% |
| 3M | +177.6% | +2.4% | +175.2% | +170.9% |
| 6M | +199.8% | +12.0% | +187.8% | +164.3% |
| YTD | +198.3% | +15.3% | +183.0% | +153.5% |
| 1Y | +158.4% | +22.6% | +135.9% | +103.4% |
| All | -47.0% | +75.0% | -122.0% | -73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling