+275.9%
V vs SPOT
+267.1%
+8.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | -0.8% | +2.5% | -3.3% | -1.2% |
| 30D | +9.5% | +15.1% | -5.6% | +6.7% |
| 3M | +16.7% | +24.8% | -8.1% | +11.9% |
| 6M | +32.9% | +45.8% | -12.8% | +23.5% |
| YTD | +21.1% | +4.9% | +16.2% | +18.3% |
| 1Y | +26.6% | -1.3% | +27.9% | +24.9% |
| 3Y | +78.4% | +257.7% | -179.3% | +33.9% |
| 5Y | +105.5% | +118.5% | -13.0% | +62.7% |
| All | +275.9% | +267.1% | +8.8% | +116.3% |
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