+2,926.4%
V vs DIA
+545.1%
+2,381.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.4% |
| 7D | -1.7% | -0.2% | -1.5% | -1.5% |
| 30D | +2.0% | -1.5% | +3.5% | +3.5% |
| 3M | +17.4% | +3.8% | +13.6% | +12.8% |
| 6M | +17.5% | +10.3% | +7.2% | +5.9% |
| YTD | +7.6% | +12.1% | -4.5% | -4.7% |
| 1Y | +7.7% | +18.6% | -10.9% | -10.0% |
| 3Y | +54.7% | +60.6% | -6.0% | -5.4% |
| 5Y | +73.0% | +64.4% | +8.6% | +4.1% |
| 10Y | +390.9% | +250.1% | +140.8% | +40.5% |
| All | +2,926.4% | +545.1% | +2,381.3% | +413.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling