-50.4%
BIDU vs VO
+200.3%
-250.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | -8.1% | -1.5% | -6.6% | -6.6% |
| 30D | -12.8% | -3.0% | -9.8% | -9.9% |
| 3M | -21.3% | +2.8% | -24.1% | -23.5% |
| 6M | -27.0% | +10.9% | -37.9% | -34.0% |
| YTD | -30.0% | +12.5% | -42.5% | -37.7% |
| 1Y | -18.3% | +12.0% | -30.2% | -26.8% |
| 3Y | -33.8% | +56.3% | -90.1% | -58.5% |
| 5Y | -44.3% | +42.9% | -87.2% | -61.0% |
| All | -50.4% | +200.3% | -250.6% | -81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling