+3,341.8%
V vs TRI
+398.8%
+2,943.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | -2.9% | +3.8% | +2.3% |
| 30D | +9.0% | +3.7% | +5.3% | +6.4% |
| 3M | +16.7% | +3.7% | +13.0% | +12.9% |
| 6M | +33.4% | +35.1% | -1.7% | +10.6% |
| YTD | +22.4% | -14.0% | +36.4% | +24.1% |
| 1Y | +27.7% | -19.0% | +46.6% | +33.6% |
| 3Y | +78.0% | -12.0% | +90.0% | +72.0% |
| 5Y | +108.5% | +0.6% | +107.9% | +84.4% |
| 10Y | +459.0% | +225.4% | +233.6% | +156.3% |
| All | +3,341.8% | +398.8% | +2,943.0% | +929.8% |
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