+1,076.1%
BE vs V
+71.8%
+1,004.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +8.1% |
| 7D | +20.0% | -1.7% | +21.7% | +21.4% |
| 30D | +7.9% | +2.0% | +6.0% | +5.9% |
| 3M | -13.2% | +17.4% | -30.6% | -25.9% |
| 6M | +53.5% | +17.5% | +36.0% | +31.2% |
| YTD | +191.0% | +7.6% | +183.4% | +164.5% |
| 1Y | +360.5% | +7.7% | +352.8% | +316.6% |
| 3Y | +1,568.0% | +54.7% | +1,513.3% | +946.7% |
| All | +1,076.1% | +71.8% | +1,004.3% | +567.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling