+33.2%
BE vs V
+26.9%
+6.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.7% | -4.3% |
| 7D | -13.4% | +0.8% | -14.2% | -12.9% |
| 30D | -33.9% | +9.9% | -43.8% | -33.1% |
| 3M | -12.0% | +17.5% | -29.5% | -10.9% |
| 6M | -29.0% | +33.5% | -62.4% | -33.2% |
| YTD | +113.4% | +21.6% | +91.8% | +99.4% |
| 1Y | +33.2% | +27.6% | +5.6% | +16.1% |
| All | +33.2% | +26.9% | +6.3% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling