+3,310.4%
V vs BAX
+16.5%
+3,293.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +2.2% | +12.1% | -9.9% | -2.0% |
| 30D | +13.6% | +7.6% | +6.0% | +10.3% |
| 3M | +14.3% | -4.5% | +18.8% | +15.6% |
| 6M | +33.1% | +52.0% | -18.9% | +12.5% |
| YTD | +21.2% | +35.1% | -13.9% | +4.7% |
| 1Y | +26.4% | +43.7% | -17.3% | +6.4% |
| 3Y | +77.6% | -20.9% | +98.5% | +78.6% |
| 5Y | +102.6% | -63.5% | +166.1% | +184.9% |
| 10Y | +464.4% | -36.0% | +500.4% | +475.7% |
| All | +3,310.4% | +16.5% | +3,293.8% | +2,552.1% |
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