+99.1%
V vs ACWI
+54.8%
+44.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +2.2% | -2.4% | +4.5% | +4.2% |
| 30D | +13.6% | -5.2% | +18.8% | +18.4% |
| 3M | +14.3% | -4.8% | +19.1% | +18.7% |
| 6M | +33.1% | -1.3% | +34.4% | +33.4% |
| YTD | +21.2% | +8.4% | +12.8% | +11.5% |
| 1Y | +26.4% | +11.0% | +15.4% | +13.8% |
| 3Y | +77.6% | +70.6% | +7.0% | +5.4% |
| All | +99.1% | +54.8% | +44.3% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling