+142.0%
W price history and return analytics
+69.7%
+72.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -2.1% |
| 7D | -3.6% | -2.3% | -1.3% | +3.2% |
| 30D | +7.0% | -5.0% | +11.9% | +23.4% |
| 3M | +7.4% | -4.9% | +12.2% | +23.6% |
| 6M | +69.3% | -1.5% | +70.8% | +80.6% |
| YTD | +11.3% | +8.5% | +2.8% | -8.9% |
| 1Y | +13.2% | +11.4% | +1.8% | -14.1% |
| 3Y | +142.0% | +70.1% | +71.9% | -53.2% |
| All | +142.0% | +69.7% | +72.3% | -53.2% |
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