+3.9%
AA vs VO
+13.8%
-9.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.3% |
| 7D | +1.2% | -0.2% | +1.4% | +1.6% |
| 30D | -5.0% | +0.5% | -5.5% | -5.6% |
| 3M | -22.2% | -1.1% | -21.1% | -20.8% |
| 6M | -36.3% | +6.4% | -42.7% | -41.6% |
| YTD | -24.2% | +13.5% | -37.7% | -38.3% |
| 1Y | +3.9% | +13.6% | -9.7% | -15.0% |
| All | +3.9% | +13.8% | -9.9% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling