+13.7%
AR vs VO
+16.3%
-2.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.9% | -7.1% | -6.0% |
| 7D | -11.1% | +1.0% | -12.1% | -10.9% |
| 30D | +7.9% | +2.6% | +5.3% | +8.6% |
| 3M | +4.9% | -0.3% | +5.1% | +4.7% |
| 6M | -5.3% | +7.6% | -12.9% | -3.6% |
| YTD | +8.6% | +14.7% | -6.1% | +9.5% |
| 1Y | +13.7% | +16.4% | -2.8% | +12.1% |
| All | +13.7% | +16.3% | -2.6% | +12.1% |
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 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