+108.3%
V vs C
+111.5%
-3.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +4.2% | -3.2% | -0.5% |
| 30D | +9.0% | +2.0% | +7.0% | +8.2% |
| 3M | +16.7% | -10.1% | +26.8% | +20.7% |
| 6M | +33.4% | +1.0% | +32.4% | +31.7% |
| YTD | +22.4% | +8.5% | +13.9% | +16.9% |
| 1Y | +27.7% | +25.7% | +1.9% | +15.2% |
| 3Y | +78.0% | +216.0% | -138.0% | +8.1% |
| All | +108.3% | +111.5% | -3.2% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling