-53.2%
TOPS price history and return analytics
+74.5%
-127.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -5.8% |
| 7D | +778.1% | +0.4% | +777.7% | +777.3% |
| 30D | +497.9% | -2.5% | +500.4% | +515.4% |
| 3M | +260.3% | -3.3% | +263.6% | +275.3% |
| 6M | +66.3% | +1.5% | +64.7% | +66.3% |
| YTD | -37.7% | +11.4% | -49.1% | -42.1% |
| 1Y | -53.1% | +11.9% | -65.0% | -56.6% |
| All | -53.2% | +74.5% | -127.7% | -74.8% |
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