+36.5%
XYZY price history and return analytics
+78.4%
-41.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -1.3% |
| 7D | -4.0% | -1.1% | -2.9% | -2.4% |
| 30D | -0.7% | -1.0% | +0.3% | +0.9% |
| 3M | +11.5% | +3.2% | +8.4% | +6.2% |
| 6M | +16.3% | +12.5% | +3.8% | -3.3% |
| YTD | +10.0% | +14.1% | -4.0% | -10.3% |
| 1Y | -2.6% | +18.9% | -21.5% | -25.6% |
| All | +36.5% | +78.4% | -41.9% | -50.1% |
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