+675.5%
BE vs VO
+130.2%
+545.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.7% | +9.2% | +6.4% |
| 7D | -1.2% | -0.1% | -1.1% | +0.2% |
| 30D | -30.9% | +0.5% | -31.4% | -30.4% |
| 3M | -11.6% | -1.0% | -10.6% | -7.6% |
| 6M | -25.7% | +6.4% | -32.1% | -31.3% |
| YTD | +123.1% | +13.6% | +109.5% | +85.0% |
| 1Y | +43.4% | +14.5% | +28.9% | +18.9% |
| 3Y | +1,683.6% | +67.2% | +1,616.4% | +665.7% |
| 5Y | +465.4% | +36.1% | +429.3% | +295.3% |
| All | +675.5% | +130.2% | +545.3% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling