-81.4%
TOP price history and return analytics
+80.8%
-162.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | +2.6% | +16.6% | +15.7% |
| 7D | +45.5% | +0.4% | +45.1% | +44.2% |
| 30D | +5.9% | -2.6% | +8.5% | +9.9% |
| 3M | +39.9% | -3.2% | +43.2% | +45.8% |
| 6M | +314.7% | +0.9% | +313.8% | +308.9% |
| YTD | +214.4% | +11.3% | +203.1% | +168.3% |
| 1Y | +187.3% | +14.0% | +173.3% | +136.5% |
| 3Y | -27.4% | +75.8% | -103.2% | -71.0% |
| All | -81.4% | +80.8% | -162.2% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling