+108.8%
V vs WY
-31.7%
+140.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.2% |
| 7D | +0.8% | +0.2% | +0.6% | +0.7% |
| 30D | +9.9% | +8.0% | +1.9% | +7.1% |
| 3M | +17.5% | -17.7% | +35.2% | +24.8% |
| 6M | +33.5% | -10.8% | +44.2% | +37.4% |
| YTD | +21.6% | -10.6% | +32.2% | +24.2% |
| 1Y | +27.6% | -5.7% | +33.3% | +27.6% |
| 3Y | +76.4% | -24.8% | +101.2% | +87.1% |
| All | +108.8% | -31.7% | +140.5% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling