+276.7%
V vs SPOT
+265.4%
+11.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.6% | +1.0% | -0.4% | +0.4% |
| 30D | +9.7% | +14.6% | -4.8% | +7.0% |
| 3M | +17.3% | +18.4% | -1.2% | +13.5% |
| 6M | +33.2% | +45.1% | -11.9% | +23.8% |
| YTD | +21.3% | +4.4% | +16.9% | +18.6% |
| 1Y | +27.3% | -2.7% | +30.0% | +25.9% |
| 3Y | +76.1% | +254.6% | -178.5% | +32.4% |
| 5Y | +103.5% | +124.8% | -21.3% | +60.1% |
| All | +276.7% | +265.4% | +11.3% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling