+3,310.4%
V vs TER
+1,791.2%
+1,519.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.6% |
| 7D | +2.2% | -20.5% | +22.7% | +7.5% |
| 30D | +13.6% | -47.0% | +60.6% | +31.3% |
| 3M | +14.3% | -43.3% | +57.6% | +28.1% |
| 6M | +33.1% | -42.9% | +76.0% | +42.6% |
| YTD | +21.2% | +12.9% | +8.4% | +1.7% |
| 1Y | +26.4% | +18.2% | +8.3% | +4.0% |
| 3Y | +77.6% | +151.8% | -74.2% | +3.9% |
| 5Y | +102.6% | +54.2% | +48.4% | +33.3% |
| 10Y | +464.4% | +908.2% | -443.8% | +70.6% |
| All | +3,310.4% | +1,791.2% | +1,519.2% | +562.5% |
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 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