-75.9%
TV price history and return analytics
+65.7%
-141.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.5% | -4.4% |
| 7D | -10.5% | -0.1% | -10.4% | -10.3% |
| 30D | -17.6% | -0.7% | -17.0% | -16.9% |
| 3M | -14.1% | +4.0% | -18.1% | -18.3% |
| 6M | -19.3% | +12.3% | -31.6% | -30.6% |
| YTD | -18.2% | +14.0% | -32.2% | -31.0% |
| 1Y | -15.0% | +20.3% | -35.3% | -33.2% |
| 3Y | -25.0% | +75.4% | -100.5% | -64.3% |
| 5Y | -75.9% | +66.0% | -141.8% | -87.7% |
| All | -75.9% | +65.7% | -141.6% | -87.7% |
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