+593.0%
BE vs V
+219.2%
+373.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -14.7% | +2.2% | -16.9% | -16.6% |
| 30D | -40.5% | +13.6% | -54.1% | -47.6% |
| 3M | -24.3% | +14.3% | -38.6% | -34.4% |
| 6M | -39.3% | +33.1% | -72.4% | -56.2% |
| YTD | +99.4% | +21.2% | +78.1% | +56.6% |
| 1Y | +26.6% | +26.4% | +0.1% | -4.7% |
| 3Y | +1,616.9% | +77.6% | +1,539.4% | +770.4% |
| 5Y | +441.4% | +102.6% | +338.8% | +138.8% |
| All | +593.0% | +219.2% | +373.8% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling