+76.1%
V vs TER
+188.4%
-112.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +0.6% | -8.9% | +9.5% | +0.6% |
| 30D | +9.7% | -39.1% | +48.8% | +9.7% |
| 3M | +17.3% | -32.8% | +50.0% | +17.1% |
| 6M | +33.2% | -31.7% | +64.9% | +32.2% |
| YTD | +21.3% | +26.9% | -5.6% | +13.3% |
| 1Y | +27.3% | +33.6% | -6.2% | +18.2% |
| 3Y | +76.1% | +181.5% | -105.4% | +44.8% |
| All | +76.1% | +188.4% | -112.3% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling