-53.7%
BIDU vs VO
+36.2%
-89.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -4.6% | +3.1% | -7.7% | -8.0% |
| 30D | -4.5% | +2.2% | -6.7% | -7.1% |
| 3M | -25.4% | -2.5% | -22.9% | -23.1% |
| 6M | -48.1% | +7.0% | -55.0% | -52.0% |
| YTD | -40.2% | +14.0% | -54.2% | -48.5% |
| 1Y | -35.2% | +15.6% | -50.9% | -45.2% |
| 3Y | -27.1% | +66.2% | -93.3% | -61.6% |
| All | -53.7% | +36.2% | -89.9% | -69.3% |
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