+4.2%
ALC vs VO
+60.6%
-56.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +4.9% | -2.6% | +7.4% | +7.2% |
| 30D | +19.0% | -0.9% | +19.9% | +19.9% |
| 3M | +7.8% | -3.0% | +10.8% | +10.5% |
| 6M | +14.6% | +2.2% | +12.4% | +12.1% |
| YTD | -4.4% | +10.6% | -15.0% | -12.9% |
| 1Y | +1.4% | +12.5% | -11.1% | -9.0% |
| All | +4.2% | +60.6% | -56.4% | -38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling