-83.0%
UK price history and return analytics
+11.9%
-94.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +7.0% |
| 7D | -10.6% | +2.4% | -12.9% | -13.3% |
| 30D | -25.7% | -1.5% | -24.2% | -24.0% |
| 3M | -36.6% | -4.1% | -32.4% | -32.8% |
| 6M | -54.6% | +0.6% | -55.1% | -54.4% |
| YTD | -77.1% | +11.0% | -88.2% | -81.1% |
| 1Y | -83.0% | +13.3% | -96.4% | -86.4% |
| All | -83.0% | +11.9% | -94.9% | -86.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling