+87.4%
VIDI vs SPY
+79.8%
+7.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -1.5% | -2.0% | +0.5% | -0.1% |
| 30D | +2.7% | -1.7% | +4.3% | +3.9% |
| 3M | +5.9% | +4.7% | +1.1% | +2.6% |
| 6M | +13.7% | +12.5% | +1.2% | +5.2% |
| YTD | +22.8% | +11.7% | +11.1% | +14.1% |
| 1Y | +34.1% | +17.5% | +16.6% | +20.5% |
| 3Y | +104.0% | +76.6% | +27.5% | +38.5% |
| 5Y | +87.4% | +82.0% | +5.4% | +23.3% |
| All | +87.4% | +79.8% | +7.6% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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