+72.2%
V vs DAR
-11.0%
+83.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -1.7% | +1.4% | -3.1% | -1.9% |
| 30D | +2.0% | +12.8% | -10.8% | 0.0% |
| 3M | +17.4% | +7.4% | +10.0% | +15.7% |
| 6M | +17.5% | +22.3% | -4.8% | +13.2% |
| YTD | +7.6% | +81.1% | -73.5% | -2.9% |
| 1Y | +7.7% | +106.5% | -98.8% | -5.3% |
| 3Y | +54.7% | +5.3% | +49.4% | +52.2% |
| All | +72.2% | -11.0% | +83.1% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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