+76.3%
C vs VG
-39.3%
+115.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +3.6% | +1.7% | +1.9% | +3.5% |
| 30D | +0.1% | +16.0% | -16.0% | -0.8% |
| 3M | +2.4% | +9.7% | -7.3% | +1.6% |
| 6M | +24.9% | +29.6% | -4.6% | +20.0% |
| YTD | +19.8% | +112.0% | -92.2% | +8.4% |
| 1Y | +44.9% | +12.8% | +32.1% | +39.4% |
| All | +76.3% | -39.3% | +115.7% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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