+74.2%
AR vs VO
+32.6%
+41.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -14.3% | -2.6% | -11.7% | -12.1% |
| 30D | +1.4% | -0.9% | +2.4% | +2.2% |
| 3M | +3.4% | -3.0% | +6.4% | +6.2% |
| 6M | -2.1% | +2.2% | -4.3% | -5.3% |
| YTD | +4.7% | +10.6% | -5.9% | -8.2% |
| 1Y | +10.6% | +12.5% | -1.9% | -5.0% |
| 3Y | +24.6% | +61.4% | -36.8% | -28.0% |
| All | +74.2% | +32.6% | +41.6% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling