+99.1%
V vs DOW
-30.0%
+129.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.3% |
| 7D | +2.2% | -9.5% | +11.7% | +4.0% |
| 30D | +13.6% | +13.1% | +0.5% | +10.9% |
| 3M | +14.3% | +4.8% | +9.5% | +12.9% |
| 6M | +33.1% | -16.7% | +49.8% | +37.1% |
| YTD | +21.2% | +38.9% | -17.6% | +9.4% |
| 1Y | +26.4% | +48.3% | -21.9% | +11.9% |
| 3Y | +77.6% | -24.4% | +101.9% | +83.9% |
| All | +99.1% | -30.0% | +129.0% | +112.8% |
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