+29.3%
V vs TE
-16.5%
+45.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.5% | +7.4% | +3.8% |
| 7D | +9.0% | +3.8% | +5.2% | +9.1% |
| 30D | +18.1% | -26.2% | +44.3% | +17.7% |
| 3M | +18.3% | -49.7% | +68.1% | +17.6% |
| 6M | +34.1% | -46.5% | +80.6% | +32.5% |
| YTD | +25.2% | -59.1% | +84.4% | +24.0% |
| 1Y | +29.3% | -25.8% | +55.1% | +27.0% |
| All | +29.3% | -16.5% | +45.8% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling