+2,926.4%
V vs TER
+2,994.3%
-67.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -2.4% |
| 7D | -1.7% | +0.6% | -2.3% | -1.9% |
| 30D | +2.0% | -8.3% | +10.2% | +3.6% |
| 3M | +17.4% | -12.2% | +29.6% | +16.4% |
| 6M | +17.5% | +17.1% | +0.4% | +3.5% |
| YTD | +7.6% | +84.7% | -77.1% | -18.4% |
| 1Y | +7.7% | +199.9% | -192.2% | -31.4% |
| 3Y | +54.7% | +232.8% | -178.1% | -12.2% |
| 5Y | +73.0% | +198.6% | -125.5% | -3.8% |
| 10Y | +390.9% | +1,669.7% | -1,278.9% | +30.6% |
| All | +2,926.4% | +2,994.3% | -67.8% | +431.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling