+77.6%
V vs ACWI
+70.4%
+7.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | -1.0% |
| 7D | +2.9% | -4.0% | +7.0% | +5.4% |
| 30D | +14.0% | -5.8% | +19.8% | +18.0% |
| 3M | +14.9% | -5.0% | +19.9% | +18.2% |
| 6M | +31.7% | +0.7% | +31.0% | +30.1% |
| YTD | +21.2% | +8.4% | +12.8% | +13.3% |
| 1Y | +25.3% | +10.1% | +15.2% | +15.8% |
| All | +77.6% | +70.4% | +7.2% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling