-97.1%
ADVB vs VO
+27.4%
-124.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +2.9% |
| 7D | -4.1% | -0.2% | -3.9% | -3.9% |
| 30D | -60.3% | +0.5% | -60.7% | -60.3% |
| 3M | -73.3% | -1.1% | -72.2% | -73.2% |
| 6M | -65.9% | +6.4% | -72.3% | -67.3% |
| YTD | -63.9% | +13.5% | -77.4% | -67.4% |
| 1Y | -74.1% | +13.6% | -87.7% | -76.7% |
| All | -97.1% | +27.4% | -124.5% | -97.9% |
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