+1,251.0%
BE vs VO
+43.2%
+1,207.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.6% | +10.2% | +10.9% |
| 7D | +29.8% | +0.6% | +29.1% | +27.9% |
| 30D | +26.4% | -1.1% | +27.5% | +29.8% |
| 3M | +9.3% | +4.5% | +4.8% | +0.6% |
| 6M | +105.1% | +11.1% | +94.0% | +68.3% |
| YTD | +219.0% | +13.5% | +205.5% | +151.3% |
| 1Y | +418.8% | +14.5% | +404.3% | +309.9% |
| 3Y | +1,784.6% | +58.1% | +1,726.5% | +690.6% |
| 5Y | +1,251.0% | +43.3% | +1,207.7% | +693.7% |
| All | +1,251.0% | +43.2% | +1,207.8% | +693.7% |
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 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