+3,297.7%
V vs WY
+62.2%
+3,235.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -0.4% | -5.4% | +5.1% | +1.9% |
| 30D | +6.3% | +7.9% | -1.5% | +3.0% |
| 3M | +17.2% | -16.6% | +33.8% | +25.6% |
| 6M | +29.2% | -11.2% | +40.4% | +34.3% |
| YTD | +20.8% | -11.3% | +32.1% | +24.6% |
| 1Y | +25.0% | -5.5% | +30.5% | +25.5% |
| 3Y | +75.3% | -25.4% | +100.7% | +89.5% |
| 5Y | +105.8% | -32.4% | +138.2% | +128.6% |
| 10Y | +451.9% | +3.8% | +448.1% | +364.5% |
| All | +3,297.7% | +62.2% | +3,235.5% | +2,011.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling