+27.1%
V vs DOW
+43.1%
-16.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | -0.8% | -9.4% | +8.6% | -0.9% |
| 30D | +9.5% | +8.9% | +0.6% | +9.5% |
| 3M | +16.7% | +6.7% | +9.9% | +16.5% |
| 6M | +32.9% | -14.2% | +47.1% | +33.0% |
| YTD | +21.1% | +36.9% | -15.8% | +17.4% |
| All | +27.1% | +43.1% | -16.0% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling