+105.5%
V vs D
+14.9%
+90.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | +9.5% | +10.7% | -1.2% | +7.1% |
| 3M | +16.7% | +2.3% | +14.4% | +16.0% |
| 6M | +32.9% | +12.5% | +20.5% | +29.3% |
| YTD | +21.1% | +20.1% | +1.0% | +15.8% |
| 1Y | +26.6% | +15.6% | +11.1% | +22.1% |
| 3Y | +78.4% | +75.2% | +3.2% | +55.3% |
| 5Y | +105.5% | +14.6% | +90.9% | +101.0% |
| All | +105.5% | +14.9% | +90.6% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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