+108.8%
V vs TER
+73.9%
+34.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.8% | -8.9% | +9.7% | +1.3% |
| 30D | +9.9% | -39.1% | +49.0% | +13.9% |
| 3M | +17.5% | -32.8% | +50.3% | +20.1% |
| 6M | +33.5% | -31.7% | +65.2% | +33.8% |
| YTD | +21.6% | +26.9% | -5.4% | +7.5% |
| 1Y | +27.6% | +33.6% | -6.0% | +11.5% |
| 3Y | +76.4% | +181.5% | -105.1% | +20.8% |
| All | +108.8% | +73.9% | +34.9% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling