-97.1%
TOPP price history and return analytics
+31.3%
-128.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.2% |
| 7D | -4.4% | -0.1% | -4.3% | -4.5% |
| 30D | -32.5% | -3.1% | -29.4% | -32.4% |
| 3M | -61.4% | -3.5% | -57.9% | -61.3% |
| 6M | -89.1% | +0.5% | -89.6% | -89.1% |
| YTD | -86.7% | +10.8% | -97.4% | -86.6% |
| 1Y | -91.6% | +11.9% | -103.5% | -91.6% |
| All | -97.1% | +31.3% | -128.4% | -96.9% |
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