-99.1%
TOPS price history and return analytics
+57.0%
-156.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.5% |
| 7D | +743.8% | +0.1% | +743.7% | +746.5% |
| 30D | +513.6% | -1.5% | +515.1% | +529.5% |
| 3M | +210.3% | -4.1% | +214.5% | +231.4% |
| 6M | +54.3% | +0.6% | +53.7% | +55.0% |
| YTD | -40.1% | +11.0% | -51.2% | -47.0% |
| 1Y | -55.6% | +13.3% | -68.9% | -61.8% |
| 3Y | -55.0% | +73.4% | -128.4% | -79.8% |
| All | -99.1% | +57.0% | -156.1% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling