+27.3%
V vs CG
-19.2%
+46.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +0.6% | +2.0% | -1.3% | +0.3% |
| 30D | +9.7% | +8.5% | +1.2% | +8.1% |
| 3M | +17.3% | -12.1% | +29.4% | +19.6% |
| 6M | +33.2% | -16.4% | +49.7% | +36.8% |
| YTD | +21.3% | -28.0% | +49.3% | +27.1% |
| 1Y | +27.3% | -18.9% | +46.2% | +28.5% |
| All | +27.3% | -19.2% | +46.5% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling