-73.3%
U price history and return analytics
+57.0%
-130.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +6.0% |
| 7D | +2.6% | +2.4% | +0.2% | -3.6% |
| 30D | +27.6% | -1.5% | +29.1% | +29.7% |
| 3M | +15.3% | -4.1% | +19.5% | +25.8% |
| 6M | +96.4% | +0.6% | +95.8% | +88.2% |
| YTD | +19.6% | +11.0% | +8.5% | -12.4% |
| 1Y | +42.1% | +13.3% | +28.8% | -1.5% |
| 3Y | +87.5% | +73.4% | +14.1% | -58.9% |
| All | -73.3% | +57.0% | -130.3% | -91.4% |
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