+25.0%
V vs WY
-6.3%
+31.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -0.4% | -5.4% | +5.1% | +0.5% |
| 30D | +6.3% | +7.9% | -1.5% | +5.4% |
| 3M | +17.2% | -16.6% | +33.8% | +19.0% |
| 6M | +29.2% | -11.2% | +40.4% | +30.2% |
| YTD | +20.8% | -11.3% | +32.1% | +21.7% |
| 1Y | +25.0% | -5.5% | +30.5% | +23.8% |
| All | +25.0% | -6.3% | +31.3% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling