+2,926.4%
V vs TRI
+382.3%
+2,544.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.5% | +1.6% |
| 7D | -1.7% | -0.5% | -1.2% | -1.7% |
| 30D | +2.0% | +7.9% | -5.9% | -2.1% |
| 3M | +17.4% | +24.1% | -6.7% | +3.6% |
| 6M | +17.5% | +3.8% | +13.7% | +11.2% |
| YTD | +7.6% | -16.9% | +24.4% | +12.2% |
| 1Y | +7.7% | -38.4% | +46.1% | +31.4% |
| 3Y | +54.7% | -12.2% | +66.9% | +50.8% |
| 5Y | +73.0% | -1.8% | +74.8% | +56.3% |
| 10Y | +390.9% | +207.6% | +183.2% | +134.0% |
| All | +2,926.4% | +382.3% | +2,544.2% | +831.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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