+70.0%
V vs BB
-28.6%
+98.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.7% | -5.6% | +3.9% | -1.1% |
| 30D | +2.0% | -11.8% | +13.8% | +3.1% |
| 3M | +17.4% | -25.5% | +42.9% | +19.8% |
| 6M | +17.5% | +121.3% | -103.8% | +4.1% |
| YTD | +7.6% | +103.2% | -95.6% | -3.7% |
| 1Y | +7.7% | +102.6% | -94.9% | -4.3% |
| 3Y | +54.7% | +37.5% | +17.2% | +41.8% |
| All | +70.0% | -28.6% | +98.7% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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