+2,969.8%
V vs ACWI
+330.1%
+2,639.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | +0.3% |
| 7D | +2.9% | -4.0% | +7.0% | +6.8% |
| 30D | +14.0% | -5.8% | +19.8% | +20.3% |
| 3M | +14.9% | -5.0% | +19.9% | +20.2% |
| 6M | +31.7% | +0.7% | +31.0% | +29.6% |
| YTD | +21.2% | +8.4% | +12.8% | +10.9% |
| 1Y | +25.3% | +10.1% | +15.2% | +12.9% |
| 3Y | +77.5% | +70.8% | +6.7% | +4.9% |
| 5Y | +102.6% | +55.4% | +47.2% | +31.0% |
| 10Y | +464.3% | +223.3% | +241.0% | +92.8% |
| All | +2,969.8% | +330.1% | +2,639.6% | +769.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling