+77.6%
V price history and return analytics
+69.7%
+7.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.2% | -2.3% | +4.5% | +3.6% |
| 30D | +13.6% | -5.0% | +18.5% | +16.9% |
| 3M | +14.3% | -4.9% | +19.2% | +17.5% |
| 6M | +33.1% | -1.5% | +34.6% | +33.5% |
| YTD | +21.2% | +8.5% | +12.8% | +13.2% |
| 1Y | +26.4% | +11.4% | +15.1% | +15.7% |
| 3Y | +77.6% | +70.1% | +7.5% | +21.8% |
| All | +77.6% | +69.7% | +7.8% | +21.8% |
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