+374.9%
V vs BR
+190.5%
+184.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -3.0% | -6.0% | +2.9% | +0.3% |
| 30D | +1.2% | -0.9% | +2.1% | +1.6% |
| 3M | +13.9% | +16.4% | -2.5% | +3.8% |
| 6M | +17.2% | -8.2% | +25.4% | +21.8% |
| YTD | +5.3% | -23.2% | +28.5% | +20.5% |
| 1Y | +9.5% | -30.9% | +40.4% | +33.4% |
| 3Y | +51.9% | -5.0% | +56.9% | +50.0% |
| 5Y | +69.6% | +8.8% | +60.8% | +49.7% |
| All | +374.9% | +190.5% | +184.4% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling