-55.6%
TOPS price history and return analytics
+11.9%
-67.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.2% |
| 7D | +743.8% | +0.1% | +743.7% | +748.6% |
| 30D | +513.6% | -1.5% | +515.1% | +530.9% |
| 3M | +210.3% | -4.1% | +214.5% | +231.2% |
| 6M | +54.3% | +0.6% | +53.7% | +57.8% |
| YTD | -40.1% | +11.0% | -51.2% | -42.5% |
| 1Y | -55.6% | +13.3% | -68.9% | -57.3% |
| All | -55.6% | +11.9% | -67.5% | -57.3% |
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