+476.5%
V vs TER
+1,060.7%
-584.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.5% | -8.1% | -1.9% |
| 7D | -0.4% | +24.0% | -24.3% | -4.1% |
| 30D | +6.3% | -30.6% | +37.0% | +12.2% |
| 3M | +17.2% | -34.5% | +51.6% | +23.8% |
| 6M | +29.2% | -26.4% | +55.6% | +29.3% |
| YTD | +20.8% | +36.4% | -15.6% | +0.2% |
| 1Y | +25.0% | +47.4% | -22.4% | +1.3% |
| 3Y | +75.3% | +202.6% | -127.3% | +5.8% |
| 5Y | +105.8% | +83.9% | +22.0% | +39.1% |
| All | +476.5% | +1,060.7% | -584.1% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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