+8.6%
V vs CG
-26.2%
+34.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.4% |
| 7D | -1.1% | -1.3% | +0.2% | -0.9% |
| 30D | +1.9% | -3.2% | +5.0% | +2.4% |
| 3M | +15.5% | +6.2% | +9.3% | +14.4% |
| 6M | +16.6% | -4.7% | +21.3% | +17.0% |
| YTD | +5.7% | -20.6% | +26.4% | +8.7% |
| 1Y | +8.6% | -26.4% | +34.9% | +10.3% |
| All | +8.6% | -26.2% | +34.8% | +10.3% |
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