+39.8%
BKNG vs VO
+54.6%
-14.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.4% |
| 7D | -10.7% | -2.5% | -8.2% | -8.4% |
| 30D | -18.1% | -3.2% | -14.9% | -15.4% |
| 3M | +8.5% | +3.9% | +4.6% | +4.5% |
| 6M | -0.1% | +9.6% | -9.7% | -8.9% |
| YTD | -18.2% | +11.6% | -29.8% | -26.7% |
| 1Y | -19.9% | +12.6% | -32.5% | -28.9% |
| All | +39.8% | +54.6% | -14.8% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling