+3,310.4%
V vs SPG
+470.9%
+2,839.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | +2.2% | +4.9% | -2.7% | +0.6% |
| 30D | +13.6% | +15.6% | -2.0% | +8.2% |
| 3M | +14.3% | +4.1% | +10.2% | +12.7% |
| 6M | +33.1% | +13.6% | +19.5% | +27.3% |
| YTD | +21.2% | +27.5% | -6.3% | +11.2% |
| 1Y | +26.4% | +32.2% | -5.8% | +14.6% |
| 3Y | +77.6% | +126.0% | -48.4% | +32.5% |
| 5Y | +102.6% | +74.7% | +27.8% | +62.1% |
| 10Y | +464.4% | +112.8% | +351.6% | +273.0% |
| All | +3,310.4% | +470.9% | +2,839.5% | +1,224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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