-94.3%
UK price history and return analytics
+74.2%
-168.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.9% | +5.6% |
| 7D | +12.1% | -0.1% | +12.2% | +12.1% |
| 30D | +8.8% | -0.7% | +9.4% | +9.2% |
| 3M | -14.3% | +4.0% | -18.3% | -16.6% |
| 6M | -58.7% | +12.3% | -71.0% | -61.6% |
| YTD | -64.8% | +14.0% | -78.8% | -67.5% |
| 1Y | -82.9% | +20.3% | -103.2% | -84.6% |
| All | -94.3% | +74.2% | -168.4% | -95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling