+1,086.0%
ALB vs VO
+827.2%
+258.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.2% |
| 7D | -8.1% | -0.3% | -7.8% | -7.8% |
| 30D | +6.3% | -0.3% | +6.6% | +6.7% |
| 3M | -23.6% | +2.9% | -26.5% | -26.3% |
| 6M | -24.6% | +9.3% | -34.0% | -32.7% |
| YTD | -10.3% | +14.2% | -24.5% | -24.0% |
| 1Y | +61.5% | +15.3% | +46.2% | +35.7% |
| 3Y | -34.0% | +56.2% | -90.2% | -60.3% |
| 5Y | -44.6% | +42.4% | -87.0% | -61.2% |
| 10Y | +76.1% | +194.7% | -118.6% | -47.0% |
| All | +1,086.0% | +827.2% | +258.8% | -4.0% |
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 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