+207.0%
C vs VO
+197.6%
+9.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | +4.2% | +3.1% | +1.1% | +0.2% |
| 30D | +2.0% | +2.2% | -0.2% | -0.7% |
| 3M | -10.1% | -2.5% | -7.6% | -7.2% |
| 6M | +1.0% | +7.0% | -6.0% | -7.1% |
| YTD | +8.5% | +14.0% | -5.5% | -7.5% |
| 1Y | +25.7% | +15.6% | +10.1% | +5.3% |
| 3Y | +216.0% | +66.2% | +149.8% | +70.7% |
| 5Y | +112.3% | +36.6% | +75.7% | +45.2% |
| All | +207.0% | +197.6% | +9.4% | -22.0% |
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