+3,319.5%
V vs TER
+2,026.8%
+1,292.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.8% | -8.9% | +9.7% | +2.5% |
| 30D | +9.9% | -39.1% | +49.0% | +22.5% |
| 3M | +17.5% | -32.8% | +50.3% | +26.0% |
| 6M | +33.5% | -31.7% | +65.2% | +36.4% |
| YTD | +21.6% | +26.9% | -5.4% | -1.2% |
| 1Y | +27.6% | +33.6% | -6.0% | +1.6% |
| 3Y | +76.4% | +181.5% | -105.1% | +0.3% |
| 5Y | +103.8% | +76.1% | +27.7% | +29.4% |
| 10Y | +455.5% | +1,006.2% | -550.7% | +64.2% |
| All | +3,319.5% | +2,026.8% | +1,292.7% | +544.0% |
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