+29.2%
ALL vs VO
+14.1%
+15.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | +5.0% | +3.1% | +1.9% | +5.2% |
| 30D | +13.3% | +2.2% | +11.1% | +13.5% |
| 3M | +3.2% | -2.5% | +5.7% | +2.6% |
| 6M | +25.3% | +7.0% | +18.4% | +25.5% |
| YTD | +30.5% | +14.0% | +16.5% | +29.3% |
| 1Y | +29.2% | +15.6% | +13.6% | +27.2% |
| All | +29.2% | +14.1% | +15.1% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling