-87.2%
ADVB vs VO
+28.1%
-115.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -3.8% | -0.3% | -3.5% | -3.7% |
| 30D | +17.6% | -0.3% | +17.9% | +17.7% |
| 3M | +119.1% | +2.9% | +116.2% | +115.1% |
| 6M | +103.4% | +9.3% | +94.0% | +91.7% |
| YTD | +59.8% | +14.2% | +45.7% | +43.7% |
| 1Y | +8.5% | +15.3% | -6.7% | -4.1% |
| All | -87.2% | +28.1% | -115.3% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling