+711.7%
BIDU vs VO
+617.4%
+94.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.3% |
| 7D | +2.4% | -0.3% | +2.7% | +2.7% |
| 30D | -10.5% | -0.3% | -10.1% | -10.0% |
| 3M | -26.2% | +2.9% | -29.2% | -28.5% |
| 6M | -16.4% | +9.3% | -25.7% | -24.1% |
| YTD | -23.9% | +14.2% | -38.1% | -34.2% |
| 1Y | +1.3% | +15.3% | -14.0% | -13.2% |
| 3Y | -32.1% | +56.2% | -88.3% | -59.2% |
| 5Y | -39.0% | +42.4% | -81.4% | -58.5% |
| 10Y | -44.0% | +194.7% | -238.8% | -83.7% |
| All | +711.7% | +617.4% | +94.3% | -15.4% |
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