+102.6%
V vs GD
+97.4%
+5.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.3% |
| 7D | +2.9% | -3.9% | +6.8% | +4.5% |
| 30D | +14.0% | +8.1% | +5.9% | +10.4% |
| 3M | +14.9% | -6.8% | +21.6% | +17.9% |
| 6M | +31.7% | +3.0% | +28.7% | +29.5% |
| YTD | +21.2% | +7.8% | +13.5% | +16.0% |
| 1Y | +25.3% | +5.8% | +19.5% | +20.8% |
| 3Y | +77.5% | +55.3% | +22.2% | +42.3% |
| 5Y | +102.6% | +96.7% | +5.9% | +36.6% |
| All | +102.6% | +97.4% | +5.2% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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