-99.8%
BIYA vs VO
+29.0%
-128.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +2.7% | +0.6% | +2.1% | +2.5% |
| 30D | -18.7% | -1.1% | -17.6% | -18.3% |
| 3M | -72.0% | +4.5% | -76.6% | -72.7% |
| 6M | -86.4% | +11.1% | -97.4% | -87.4% |
| YTD | -94.2% | +13.5% | -107.7% | -94.7% |
| 1Y | -98.4% | +14.5% | -112.9% | -98.6% |
| All | -99.8% | +29.0% | -128.8% | -99.8% |
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