+27.3%
V vs BAX
+47.2%
-19.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.6% | +3.6% | -3.0% | +0.2% |
| 30D | +9.7% | +8.5% | +1.2% | +8.6% |
| 3M | +17.3% | -4.9% | +22.1% | +17.7% |
| 6M | +33.2% | +47.0% | -13.8% | +28.0% |
| YTD | +21.3% | +38.4% | -17.1% | +15.1% |
| 1Y | +27.3% | +49.1% | -21.8% | +18.0% |
| All | +27.3% | +47.2% | -19.9% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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