+3,309.9%
V vs D
+267.3%
+3,042.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +2.9% | +6.9% | -4.0% | 0.0% |
| 30D | +14.0% | +12.3% | +1.7% | +8.4% |
| 3M | +14.9% | +3.0% | +11.8% | +13.2% |
| 6M | +31.7% | +12.8% | +19.0% | +24.5% |
| YTD | +21.2% | +22.6% | -1.3% | +9.9% |
| 1Y | +25.3% | +21.7% | +3.6% | +13.8% |
| 3Y | +77.5% | +83.9% | -6.4% | +30.3% |
| 5Y | +102.6% | +14.0% | +88.6% | +83.4% |
| 10Y | +464.3% | +45.6% | +418.8% | +327.4% |
| All | +3,309.9% | +267.3% | +3,042.5% | +1,361.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling