+13.5%
SPY vs V
+26.6%
-13.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | +2.6% | +0.9% | +1.7% | +2.5% |
| 30D | -2.0% | +9.0% | -11.0% | -2.7% |
| 3M | -2.8% | +16.7% | -19.5% | -4.2% |
| 6M | +2.1% | +33.4% | -31.3% | -1.0% |
| YTD | +11.5% | +22.4% | -10.9% | +9.2% |
| 1Y | +13.5% | +27.7% | -14.2% | +10.4% |
| All | +13.5% | +26.6% | -13.1% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling