-86.1%
TOP price history and return analytics
+75.8%
-161.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.1% | +13.3% | +14.6% |
| 7D | -17.4% | -4.2% | -13.2% | -12.7% |
| 30D | -22.0% | -5.8% | -16.2% | -15.8% |
| 3M | +13.2% | -5.2% | +18.5% | +20.7% |
| 6M | +194.3% | +0.1% | +194.1% | +191.2% |
| YTD | +135.4% | +8.2% | +127.2% | +107.5% |
| 1Y | +107.5% | +10.1% | +97.4% | +78.3% |
| 3Y | -46.8% | +69.7% | -116.5% | -77.8% |
| All | -86.1% | +75.8% | -161.9% | -95.4% |
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