+40.1%
VG vs P
+10.7%
+29.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.3% | -4.0% | +2.1% |
| 7D | -8.3% | -9.6% | +1.3% | -8.1% |
| 30D | -10.3% | -33.4% | +23.1% | -10.3% |
| 3M | -10.8% | +14.2% | -25.0% | -9.0% |
| 6M | +3.5% | +31.6% | -28.1% | +6.2% |
| YTD | +74.0% | +53.5% | +20.5% | +78.6% |
| All | +40.1% | +10.7% | +29.5% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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