+207.2%
C vs VO
+197.6%
+9.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +1.0% |
| 7D | +4.7% | +2.9% | +1.8% | +0.9% |
| 30D | +0.2% | +1.0% | -0.8% | -1.0% |
| 3M | -9.3% | -1.7% | -7.6% | -7.3% |
| 6M | -0.8% | +6.7% | -7.5% | -8.5% |
| YTD | +8.5% | +14.0% | -5.5% | -7.5% |
| 1Y | +23.1% | +13.7% | +9.4% | +5.3% |
| 3Y | +220.8% | +65.8% | +154.9% | +73.7% |
| 5Y | +112.4% | +36.6% | +75.8% | +45.2% |
| All | +207.2% | +197.6% | +9.6% | -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