+3,309.9%
V vs FE
+53.1%
+3,256.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +2.9% | +0.6% | +2.4% | +2.7% |
| 30D | +14.0% | +6.4% | +7.6% | +11.5% |
| 3M | +14.9% | -0.5% | +15.3% | +15.0% |
| 6M | +31.7% | +4.7% | +27.0% | +29.3% |
| YTD | +21.2% | +8.4% | +12.8% | +17.1% |
| 1Y | +25.3% | +7.2% | +18.0% | +21.4% |
| 3Y | +77.5% | +44.9% | +32.6% | +51.9% |
| 5Y | +102.6% | +46.3% | +56.3% | +70.4% |
| 10Y | +464.3% | +110.3% | +354.1% | +297.1% |
| All | +3,309.9% | +53.1% | +3,256.8% | +2,333.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 all: compounded portfolio wealth divided by compounded FE 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…
all analysis · Full analysis span regression · 6 months rolling