+314.5%
A vs VO
+198.4%
+116.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | +1.4% | -0.2% | +1.6% | +1.6% |
| 30D | +4.3% | +0.5% | +3.8% | +3.9% |
| 3M | +19.8% | -1.1% | +20.9% | +21.0% |
| 6M | +54.4% | +6.4% | +48.0% | +45.3% |
| YTD | +31.7% | +13.5% | +18.2% | +16.5% |
| 1Y | +22.4% | +13.6% | +8.9% | +8.3% |
| 3Y | +67.7% | +65.2% | +2.5% | +4.8% |
| 5Y | +15.7% | +37.7% | -22.0% | -14.4% |
| All | +314.5% | +198.4% | +116.1% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling