-13.6%
BKNG vs VO
+16.3%
-29.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.9% | +9.0% | +9.0% |
| 7D | +15.6% | +1.0% | +14.6% | +14.5% |
| 30D | +8.0% | +2.6% | +5.4% | +5.3% |
| 3M | -11.8% | -0.3% | -11.5% | -11.5% |
| 6M | +3.8% | +7.6% | -3.8% | -3.9% |
| YTD | -19.6% | +14.7% | -34.3% | -30.4% |
| 1Y | -13.6% | +16.4% | -30.0% | -26.7% |
| All | -13.6% | +16.3% | -29.9% | -26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling