+107.5%
ALL vs VO
+60.2%
+47.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.3% | -4.4% |
| 7D | -1.9% | -2.6% | +0.6% | -0.9% |
| 30D | +13.8% | -0.9% | +14.7% | +14.2% |
| 3M | -7.0% | -3.0% | -4.0% | -5.8% |
| 6M | +18.0% | +2.2% | +15.8% | +16.4% |
| YTD | +24.2% | +10.6% | +13.6% | +17.3% |
| 1Y | +31.2% | +12.5% | +18.7% | +22.5% |
| 3Y | +107.5% | +61.4% | +46.1% | +73.1% |
| All | +107.5% | +60.2% | +47.3% | +73.1% |
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