+102.9%
BP vs VO
+36.2%
+66.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -1.3% |
| 7D | -6.9% | -0.1% | -6.7% | -6.9% |
| 30D | -3.6% | +0.5% | -4.1% | -4.0% |
| 3M | +8.4% | -1.0% | +9.4% | +8.8% |
| 6M | +5.3% | +6.4% | -1.1% | +1.1% |
| YTD | +33.2% | +13.6% | +19.6% | +22.4% |
| 1Y | +28.2% | +14.5% | +13.7% | +17.2% |
| 3Y | +49.2% | +67.2% | -18.0% | +7.1% |
| 5Y | +102.9% | +36.1% | +66.8% | +66.7% |
| All | +102.9% | +36.2% | +66.6% | +66.7% |
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 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