-1.4%
VTOL price history and return analytics
+53.4%
-54.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -10.9% | -2.3% | -8.6% | -8.6% |
| 30D | -6.4% | -5.0% | -1.4% | -1.2% |
| 3M | -16.7% | -4.9% | -11.8% | -12.2% |
| 6M | -12.8% | -1.5% | -11.3% | -11.9% |
| YTD | +3.0% | +8.5% | -5.5% | -7.6% |
| 1Y | -0.6% | +11.4% | -11.9% | -13.6% |
| 3Y | +32.2% | +70.1% | -37.9% | -30.0% |
| All | -1.4% | +53.4% | -54.8% | -39.3% |
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