-100.0%
TOPS price history and return analytics
+356.1%
-456.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +3.2% | -1.6% | +4.8% | +4.7% |
| 30D | -40.7% | -2.5% | -38.2% | -39.2% |
| 3M | -56.8% | -1.3% | -55.5% | -55.9% |
| 6M | -85.6% | +3.1% | -88.7% | -85.9% |
| YTD | -92.9% | +10.9% | -103.8% | -93.5% |
| 1Y | -94.6% | +12.1% | -106.7% | -95.1% |
| 3Y | -95.0% | +73.9% | -168.9% | -97.0% |
| 5Y | -99.9% | +58.0% | -157.9% | -99.9% |
| 10Y | -100.0% | +225.5% | -325.5% | -100.0% |
| All | -100.0% | +356.1% | -456.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling