+67.1%
V vs DOW
-37.1%
+104.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -1.8% |
| 7D | -1.1% | -2.9% | +1.8% | -0.5% |
| 30D | +1.9% | +2.0% | -0.1% | +1.3% |
| 3M | +15.5% | -12.5% | +28.1% | +18.2% |
| 6M | +16.6% | -9.2% | +25.8% | +17.0% |
| YTD | +5.7% | +30.8% | -25.0% | -3.5% |
| 1Y | +8.6% | +29.4% | -20.8% | -1.4% |
| 3Y | +52.5% | -34.6% | +87.1% | +65.5% |
| 5Y | +67.1% | -35.9% | +103.1% | +80.5% |
| All | +67.1% | -37.1% | +104.3% | +80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling