+3,306.4%
V vs BAX
+19.3%
+3,287.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -1.0% |
| 7D | -0.8% | +9.0% | -9.8% | -3.9% |
| 30D | +9.5% | +8.5% | +1.1% | +6.0% |
| 3M | +16.7% | -4.1% | +20.8% | +17.8% |
| 6M | +32.9% | +46.9% | -14.0% | +13.8% |
| YTD | +21.1% | +38.4% | -17.3% | +3.7% |
| 1Y | +26.6% | +47.0% | -20.4% | +5.7% |
| 3Y | +78.4% | -14.9% | +93.3% | +73.9% |
| 5Y | +105.5% | -62.5% | +168.0% | +185.7% |
| 10Y | +444.2% | -33.9% | +478.2% | +448.3% |
| All | +3,306.4% | +19.3% | +3,287.1% | +2,526.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling