-86.7%
TOPS price history and return analytics
+21.4%
-108.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | -2.6% | +1.0% | -3.6% | -3.5% |
| 30D | -2.6% | -0.2% | -2.4% | -2.3% |
| 3M | -15.9% | +4.5% | -20.5% | -18.6% |
| 6M | -83.2% | +14.1% | -97.2% | -84.5% |
| YTD | -83.6% | +14.8% | -98.4% | -84.7% |
| 1Y | -86.7% | +21.2% | -107.9% | -87.5% |
| All | -86.7% | +21.4% | -108.1% | -87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling