+87.6%
BB vs VO
+16.3%
+71.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.9% | +6.1% | +5.5% |
| 7D | -6.8% | +1.0% | -7.8% | -8.2% |
| 30D | -3.5% | +2.6% | -6.2% | -6.9% |
| 3M | -1.2% | -0.3% | -1.0% | -0.4% |
| 6M | +57.0% | +7.6% | +49.4% | +43.8% |
| YTD | +131.1% | +14.7% | +116.4% | +98.9% |
| 1Y | +87.6% | +16.4% | +71.1% | +58.7% |
| All | +87.6% | +16.3% | +71.3% | +58.7% |
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