-97.3%
ADVB vs VO
+24.0%
-121.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | -13.9% | -2.6% | -11.4% | -12.8% |
| 30D | -68.1% | -0.9% | -67.2% | -67.9% |
| 3M | -73.4% | -3.0% | -70.4% | -73.0% |
| 6M | -70.8% | +2.2% | -73.0% | -71.4% |
| YTD | -66.1% | +10.6% | -76.7% | -69.0% |
| 1Y | -77.5% | +12.5% | -90.0% | -79.8% |
| All | -97.3% | +24.0% | -121.3% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling