+835.3%
ALB vs VO
+797.8%
+37.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.1% |
| 7D | +9.1% | -2.6% | +11.6% | +12.4% |
| 30D | -3.4% | -0.9% | -2.5% | -2.6% |
| 3M | -20.6% | -3.0% | -17.6% | -17.6% |
| 6M | -48.2% | +2.2% | -50.4% | -49.7% |
| YTD | -29.2% | +10.6% | -39.8% | -37.7% |
| 1Y | +10.0% | +12.5% | -2.5% | -5.1% |
| 3Y | -12.9% | +61.4% | -74.3% | -50.0% |
| 5Y | -61.3% | +33.4% | -94.7% | -70.7% |
| 10Y | +35.8% | +201.5% | -165.7% | -60.3% |
| All | +835.3% | +797.8% | +37.5% | -21.2% |
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