+376.8%
V vs EW
+124.3%
+252.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -0.5% |
| 7D | -1.1% | -4.4% | +3.3% | +0.4% |
| 30D | +1.9% | -3.3% | +5.2% | +3.0% |
| 3M | +15.5% | +1.0% | +14.5% | +15.0% |
| 6M | +16.6% | +6.2% | +10.4% | +13.6% |
| YTD | +5.7% | +1.7% | +4.0% | +4.4% |
| 1Y | +8.6% | +8.1% | +0.4% | +4.7% |
| 3Y | +52.5% | +17.1% | +35.4% | +34.6% |
| 5Y | +67.1% | -29.4% | +96.5% | +77.0% |
| 10Y | +376.8% | +121.7% | +255.1% | +222.8% |
| All | +376.8% | +124.3% | +252.5% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EW 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling