-97.0%
TOPP price history and return analytics
+28.6%
-125.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.5% | -4.3% |
| 7D | -4.2% | -2.3% | -1.9% | -4.1% |
| 30D | -34.3% | -5.0% | -29.3% | -34.1% |
| 3M | -73.3% | -4.9% | -68.4% | -73.2% |
| 6M | -88.2% | -1.5% | -86.7% | -88.2% |
| YTD | -86.0% | +8.5% | -94.5% | -86.0% |
| 1Y | -91.2% | +11.4% | -102.5% | -91.2% |
| All | -97.0% | +28.6% | -125.5% | -96.8% |
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