+192.5%
V vs DOW
-5.5%
+198.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.9% | +5.2% | -4.3% | -0.5% |
| 30D | +9.0% | +13.2% | -4.2% | +5.0% |
| 3M | +16.7% | +10.1% | +6.6% | +13.0% |
| 6M | +33.4% | -13.1% | +46.5% | +37.6% |
| YTD | +22.4% | +46.1% | -23.8% | +5.0% |
| 1Y | +27.7% | +50.0% | -22.3% | +8.2% |
| 3Y | +78.0% | -20.2% | +98.2% | +80.2% |
| 5Y | +108.5% | -27.7% | +136.2% | +116.0% |
| All | +192.5% | -5.5% | +198.0% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling