+26.4%
V vs CHRW
-16.7%
+43.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.2% |
| 7D | +2.2% | +0.6% | +1.6% | +2.2% |
| 30D | +13.6% | -7.3% | +20.9% | +14.0% |
| 3M | +14.3% | -14.2% | +28.5% | +15.0% |
| 6M | +33.1% | -25.1% | +58.2% | +34.0% |
| YTD | +21.2% | -21.2% | +42.4% | +20.8% |
| 1Y | +26.4% | -14.2% | +40.6% | +24.0% |
| All | +26.4% | -16.7% | +43.1% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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