+33.7%
USE price history and return analytics
+11.3%
+22.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.8% | +2.7% |
| 7D | +7.8% | -2.0% | +9.8% | +4.8% |
| 30D | +15.0% | -1.4% | +16.4% | +12.8% |
| 3M | +15.3% | +4.7% | +10.6% | +24.2% |
| 6M | +33.7% | +11.4% | +22.3% | +64.7% |
| All | +33.7% | +11.3% | +22.4% | +64.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling