+387.2%
BE vs VO
+32.6%
+354.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.6% | +3.7% |
| 7D | -14.7% | -2.6% | -12.2% | -8.7% |
| 30D | -40.5% | -0.9% | -39.6% | -38.3% |
| 3M | -24.3% | -3.0% | -21.3% | -17.1% |
| 6M | -39.3% | +2.2% | -41.5% | -39.3% |
| YTD | +99.4% | +10.6% | +88.8% | +70.4% |
| 1Y | +26.6% | +12.5% | +14.1% | +5.8% |
| 3Y | +1,616.9% | +61.4% | +1,555.6% | +603.3% |
| All | +387.2% | +32.6% | +354.5% | +220.4% |
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