-77.0%
ADVB vs VO
+16.3%
-93.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.0% |
| 7D | -29.5% | +1.0% | -30.5% | -29.0% |
| 30D | -66.9% | +2.6% | -69.5% | -66.2% |
| 3M | -73.7% | -0.3% | -73.5% | -73.6% |
| 6M | -64.8% | +7.6% | -72.4% | -63.7% |
| YTD | -64.0% | +14.7% | -78.8% | -64.5% |
| 1Y | -77.0% | +16.4% | -93.4% | -77.7% |
| All | -77.0% | +16.3% | -93.2% | -77.7% |
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 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