-26.8%
BX vs VO
+12.4%
-39.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.4% |
| 7D | -8.9% | -2.5% | -6.4% | -5.1% |
| 30D | -14.8% | -3.2% | -11.5% | -10.1% |
| 3M | +6.9% | +3.9% | +3.0% | +1.0% |
| 6M | +16.3% | +9.6% | +6.6% | +1.6% |
| YTD | -16.1% | +11.6% | -27.7% | -27.5% |
| 1Y | -26.8% | +12.6% | -39.4% | -37.9% |
| All | -26.8% | +12.4% | -39.2% | -37.9% |
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