+3.5%
W vs VG
+51.8%
-48.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.5% | -3.8% | +3.0% |
| 7D | -7.4% | +5.5% | -12.9% | -6.3% |
| 30D | +7.8% | -3.6% | +11.4% | +7.6% |
| 3M | +10.9% | -4.0% | +14.9% | +11.0% |
| 6M | +86.4% | +9.4% | +77.0% | +93.2% |
| YTD | +14.0% | +86.6% | -72.7% | +5.7% |
| 1Y | +3.5% | +69.5% | -66.0% | -4.4% |
| All | +3.5% | +51.8% | -48.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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