+108.3%
V vs FOXA
+76.9%
+31.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.1% | -2.8% | +0.2% |
| 7D | +0.9% | +2.7% | -1.7% | +0.2% |
| 30D | +9.0% | +10.0% | -1.0% | +6.2% |
| 3M | +16.7% | +5.0% | +11.7% | +15.0% |
| 6M | +33.4% | +3.4% | +30.0% | +30.8% |
| YTD | +22.4% | -5.5% | +27.8% | +22.8% |
| 1Y | +27.7% | +5.5% | +22.1% | +23.8% |
| 3Y | +78.0% | +139.3% | -61.3% | +31.7% |
| All | +108.3% | +76.9% | +31.4% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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