+459.5%
AJG vs VO
+200.3%
+259.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.8% |
| 7D | -8.3% | -1.5% | -6.8% | -7.2% |
| 30D | -5.7% | -3.0% | -2.6% | -3.5% |
| 3M | +9.1% | +2.8% | +6.3% | +6.6% |
| 6M | +15.2% | +10.9% | +4.3% | +6.0% |
| YTD | -6.3% | +12.5% | -18.8% | -14.9% |
| 1Y | -19.1% | +12.0% | -31.1% | -26.4% |
| 3Y | +8.2% | +56.3% | -48.1% | -25.3% |
| 5Y | +75.6% | +42.9% | +32.7% | +29.1% |
| All | +459.5% | +200.3% | +259.3% | +114.4% |
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