+77.6%
V vs T
+58.8%
+18.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | +2.2% | +1.0% | +1.2% | +2.1% |
| 30D | +13.6% | -10.6% | +24.2% | +15.0% |
| 3M | +14.3% | -7.7% | +22.0% | +15.2% |
| 6M | +33.1% | -13.3% | +46.4% | +35.4% |
| YTD | +21.2% | -8.8% | +30.0% | +21.4% |
| 1Y | +26.4% | -8.4% | +34.8% | +26.5% |
| 3Y | +77.6% | +59.6% | +17.9% | +74.7% |
| All | +77.6% | +58.8% | +18.8% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 3y: compounded portfolio wealth divided by compounded T 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…
3y analysis · Full analysis span regression · 6 months rolling