+99.1%
V vs DIA
+53.0%
+46.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +2.2% | -0.9% | +3.1% | +3.2% |
| 30D | +13.6% | +0.3% | +13.3% | +13.3% |
| 3M | +14.3% | -4.5% | +18.8% | +19.6% |
| 6M | +33.1% | +3.4% | +29.7% | +28.3% |
| YTD | +21.2% | +7.8% | +13.5% | +11.6% |
| 1Y | +26.4% | +10.7% | +15.7% | +13.1% |
| 3Y | +77.6% | +57.5% | +20.1% | +7.6% |
| All | +99.1% | +53.0% | +46.1% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling