+98.9%
V vs TE
-53.2%
+152.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.2% |
| 7D | -3.0% | +0.9% | -3.9% | -3.1% |
| 30D | +1.2% | -16.3% | +17.5% | +1.7% |
| 3M | +13.9% | -40.8% | +54.7% | +15.3% |
| 6M | +17.2% | -42.6% | +59.9% | +17.7% |
| YTD | +5.3% | -31.4% | +36.8% | +4.3% |
| 1Y | +9.5% | +144.9% | -135.4% | +0.2% |
| 3Y | +51.9% | -26.0% | +77.9% | +43.7% |
| 5Y | +69.6% | -48.5% | +118.1% | +60.6% |
| All | +98.9% | -53.2% | +152.1% | +85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling