+105.7%
V vs TE
-80.1%
+185.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.1% |
| 7D | +2.2% | -12.6% | +14.8% | +2.6% |
| 30D | +13.6% | -36.7% | +50.3% | +15.1% |
| 3M | +14.3% | -57.5% | +71.8% | +17.2% |
| 6M | +33.1% | -55.2% | +88.3% | +34.2% |
| YTD | +21.2% | -64.7% | +85.9% | +22.3% |
| 1Y | +26.4% | -35.9% | +62.3% | +23.1% |
| 3Y | +77.6% | -31.8% | +109.4% | +62.3% |
| All | +105.7% | -80.1% | +185.8% | +101.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling