+53.5%
BE vs V
+17.1%
+36.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.5% |
| 7D | +20.0% | -1.7% | +21.7% | +20.2% |
| 30D | +7.9% | +2.0% | +6.0% | +7.8% |
| 3M | -13.2% | +17.4% | -30.6% | -25.4% |
| 6M | +53.5% | +17.5% | +36.0% | +18.3% |
| All | +53.5% | +17.1% | +36.3% | +18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling