+484.0%
V vs C
+216.5%
+267.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +4.2% | -3.2% | -0.7% |
| 30D | +9.0% | +2.0% | +7.0% | +8.1% |
| 3M | +16.7% | -10.1% | +26.8% | +21.4% |
| 6M | +33.4% | +1.0% | +32.4% | +31.5% |
| YTD | +22.4% | +8.5% | +13.9% | +16.1% |
| 1Y | +27.7% | +25.7% | +1.9% | +13.8% |
| 3Y | +78.0% | +216.0% | -138.0% | +3.7% |
| 5Y | +108.5% | +112.3% | -3.8% | +41.8% |
| All | +484.0% | +216.5% | +267.5% | +219.3% |
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