+911.5%
BE vs VO
+131.4%
+780.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.2% | +7.6% | +7.8% |
| 7D | +20.0% | -0.3% | +20.2% | +20.7% |
| 30D | +7.9% | -0.3% | +8.3% | +8.9% |
| 3M | -13.2% | +2.9% | -16.2% | -16.5% |
| 6M | +53.5% | +9.3% | +44.1% | +33.8% |
| YTD | +191.0% | +14.2% | +176.8% | +133.9% |
| 1Y | +360.5% | +15.3% | +345.3% | +270.7% |
| 3Y | +1,568.0% | +56.2% | +1,511.8% | +704.2% |
| 5Y | +1,055.2% | +42.4% | +1,012.7% | +633.6% |
| All | +911.5% | +131.4% | +780.1% | +180.5% |
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