-33.3%
BAX vs VO
+197.6%
-230.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | +0.4% | +2.9% | -2.6% | -1.7% |
| 30D | +3.4% | +1.0% | +2.4% | +2.7% |
| 3M | -4.5% | -1.7% | -2.7% | -3.3% |
| 6M | +44.0% | +6.7% | +37.3% | +37.8% |
| YTD | +34.9% | +14.0% | +20.9% | +23.9% |
| 1Y | +37.9% | +13.7% | +24.2% | +27.0% |
| 3Y | -17.1% | +65.8% | -82.9% | -39.8% |
| 5Y | -64.3% | +36.6% | -100.9% | -71.1% |
| All | -33.3% | +197.6% | -230.9% | -67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling