+77.6%
V vs EW
+51.9%
+25.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | +2.2% | +11.0% | -8.8% | +0.8% |
| 30D | +13.6% | +19.1% | -5.5% | +10.9% |
| 3M | +14.3% | +14.4% | -0.1% | +12.2% |
| 6M | +33.1% | +22.8% | +10.3% | +29.4% |
| YTD | +21.2% | +19.8% | +1.4% | +18.1% |
| 1Y | +26.4% | +23.9% | +2.5% | +22.6% |
| 3Y | +77.6% | +52.2% | +25.4% | +67.0% |
| All | +77.6% | +51.9% | +25.6% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling