-100.0%
TOPS price history and return analytics
+222.7%
-322.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -5.9% |
| 7D | +778.1% | +0.4% | +777.7% | +777.3% |
| 30D | +497.9% | -2.5% | +500.4% | +518.7% |
| 3M | +260.3% | -3.3% | +263.6% | +278.3% |
| 6M | +66.3% | +1.5% | +64.7% | +65.0% |
| YTD | -37.7% | +11.4% | -49.1% | -44.3% |
| 1Y | -53.1% | +11.9% | -65.0% | -58.4% |
| 3Y | -52.0% | +73.9% | -125.9% | -74.9% |
| 5Y | -99.0% | +57.9% | -156.9% | -99.4% |
| All | -100.0% | +222.7% | -322.7% | -100.0% |
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