+387.7%
V vs C
+291.6%
+96.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.7% | +3.6% | -5.3% | -3.1% |
| 30D | +2.0% | +0.1% | +1.9% | +1.8% |
| 3M | +17.4% | +2.4% | +14.9% | +15.6% |
| 6M | +17.5% | +24.9% | -7.4% | +6.2% |
| YTD | +7.6% | +19.8% | -12.2% | -1.6% |
| 1Y | +7.7% | +44.9% | -37.1% | -9.2% |
| 3Y | +54.7% | +263.0% | -208.3% | -14.5% |
| 5Y | +73.0% | +129.5% | -56.5% | +14.7% |
| All | +387.7% | +291.6% | +96.1% | +144.4% |
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