-34.8%
BROS vs VO
+15.8%
-50.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.1% |
| 7D | -6.7% | -0.3% | -6.4% | -6.2% |
| 30D | -29.1% | -0.3% | -28.7% | -28.4% |
| 3M | -16.7% | +2.9% | -19.6% | -21.1% |
| 6M | -11.6% | +9.3% | -21.0% | -25.7% |
| YTD | -23.9% | +14.2% | -38.1% | -40.8% |
| 1Y | -34.8% | +15.3% | -50.0% | -52.3% |
| All | -34.8% | +15.8% | -50.6% | -52.3% |
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