+1,709.5%
BE vs V
+77.7%
+1,631.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.4% |
| 7D | +10.8% | +0.9% | +9.9% | +10.5% |
| 30D | -19.8% | +9.0% | -28.8% | -22.3% |
| 3M | -18.7% | +16.7% | -35.4% | -23.7% |
| 6M | -33.7% | +33.4% | -67.2% | -43.4% |
| YTD | +121.0% | +22.4% | +98.6% | +97.2% |
| 1Y | +85.4% | +27.7% | +57.7% | +60.7% |
| 3Y | +1,709.5% | +78.0% | +1,631.5% | +1,154.9% |
| All | +1,709.5% | +77.7% | +1,631.8% | +1,154.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling