+77.6%
V vs C
+205.7%
-128.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.2% | -2.4% | +4.6% | +2.9% |
| 30D | +13.6% | -6.0% | +19.6% | +15.3% |
| 3M | +14.3% | -10.5% | +24.8% | +17.5% |
| 6M | +33.1% | -5.7% | +38.8% | +34.2% |
| YTD | +21.2% | +4.1% | +17.1% | +17.9% |
| 1Y | +26.4% | +20.5% | +5.9% | +17.3% |
| 3Y | +77.6% | +208.1% | -130.5% | +31.1% |
| All | +77.6% | +205.7% | -128.1% | +31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling