+106.7%
BB vs VO
+13.6%
+93.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.2% |
| 7D | +1.8% | -0.6% | +2.4% | +2.8% |
| 30D | -12.2% | -1.9% | -10.3% | -9.4% |
| 3M | -12.3% | +3.3% | -15.6% | -16.2% |
| 6M | +122.7% | +9.7% | +113.0% | +98.8% |
| YTD | +104.5% | +12.6% | +91.9% | +77.0% |
| 1Y | +106.7% | +13.6% | +93.0% | +81.1% |
| All | +106.7% | +13.6% | +93.1% | +81.1% |
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