+200.4%
B vs VO
+56.6%
+143.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | -1.6% | -0.3% | -1.3% | -1.3% |
| 30D | +9.4% | -0.3% | +9.8% | +9.8% |
| 3M | +5.0% | +2.9% | +2.0% | +2.6% |
| 6M | -3.5% | +9.3% | -12.9% | -10.1% |
| YTD | +4.5% | +14.2% | -9.7% | -5.3% |
| 1Y | +67.8% | +15.3% | +52.5% | +51.1% |
| All | +200.4% | +56.6% | +143.8% | +111.6% |
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