+103.4%
ADVB vs VO
+9.3%
+94.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -1.0% |
| 7D | -3.8% | -0.3% | -3.5% | -3.8% |
| 30D | +17.6% | -0.3% | +17.9% | +17.8% |
| 3M | +119.1% | +2.9% | +116.2% | +129.1% |
| 6M | +103.4% | +9.3% | +94.0% | +124.3% |
| All | +103.4% | +9.3% | +94.1% | +124.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling