+2.5%
VTOL price history and return analytics
+299.6%
-297.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.8% | -0.6% |
| 7D | -12.8% | -4.2% | -8.6% | -7.9% |
| 30D | -9.0% | -5.8% | -3.2% | -1.9% |
| 3M | -16.9% | -5.2% | -11.6% | -11.2% |
| 6M | -24.6% | +0.1% | -24.7% | -25.7% |
| YTD | +1.0% | +8.2% | -7.2% | -10.6% |
| 1Y | -4.5% | +10.1% | -14.7% | -17.5% |
| 3Y | +25.4% | +69.7% | -44.2% | -39.2% |
| 5Y | -5.0% | +53.4% | -58.4% | -47.0% |
| 10Y | +131.2% | +219.2% | -88.0% | -48.5% |
| All | +2.5% | +299.6% | -297.2% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling