+642.7%
BX vs VO
+197.9%
+444.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.6% |
| 7D | -8.9% | -2.5% | -6.4% | -5.6% |
| 30D | -14.8% | -3.2% | -11.5% | -10.7% |
| 3M | +6.9% | +3.9% | +3.0% | +1.6% |
| 6M | +16.3% | +9.6% | +6.6% | +2.7% |
| YTD | -16.1% | +11.6% | -27.7% | -27.3% |
| 1Y | -26.8% | +12.6% | -39.4% | -37.4% |
| 3Y | +22.4% | +55.4% | -32.9% | -30.0% |
| 5Y | +16.0% | +41.8% | -25.8% | -21.4% |
| All | +642.7% | +197.9% | +444.8% | +118.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling