+455.4%
V vs C
+213.8%
+241.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | +0.8% | -0.4% | +1.2% | +0.9% |
| 30D | +9.9% | -5.2% | +15.1% | +12.1% |
| 3M | +17.5% | -9.1% | +26.6% | +21.7% |
| 6M | +33.5% | -1.6% | +35.0% | +33.0% |
| YTD | +21.6% | +6.9% | +14.6% | +16.1% |
| 1Y | +27.6% | +23.0% | +4.6% | +14.8% |
| 3Y | +76.4% | +216.1% | -139.7% | +3.0% |
| 5Y | +103.8% | +112.2% | -8.4% | +38.8% |
| All | +455.4% | +213.8% | +241.7% | +221.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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