+27.7%
V vs DIA
+10.3%
+17.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +0.9% | +2.1% | -1.2% | -0.5% |
| 30D | +9.0% | +1.5% | +7.5% | +8.0% |
| 3M | +16.7% | -2.4% | +19.1% | +18.5% |
| 6M | +33.4% | +6.0% | +27.5% | +28.1% |
| YTD | +22.4% | +10.1% | +12.3% | +13.5% |
| 1Y | +27.7% | +11.8% | +15.9% | +15.9% |
| All | +27.7% | +10.3% | +17.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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