-44.8%
BIDU vs VO
+40.2%
-85.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -5.2% | -2.5% | -2.7% | -2.4% |
| 30D | -14.5% | -3.2% | -11.3% | -11.0% |
| 3M | -22.9% | +3.9% | -26.8% | -26.3% |
| 6M | -27.8% | +9.6% | -37.5% | -34.8% |
| YTD | -30.7% | +11.6% | -42.2% | -38.7% |
| 1Y | -15.8% | +12.6% | -28.4% | -26.3% |
| 3Y | -33.2% | +55.4% | -88.6% | -61.5% |
| 5Y | -44.8% | +41.8% | -86.6% | -63.9% |
| All | -44.8% | +40.2% | -85.0% | -63.9% |
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 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