+25.7%
C vs VO
+14.1%
+11.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.0% |
| 3M | -10.1% | -2.5% | -7.6% | -6.5% |
| 6M | +1.0% | +7.0% | -6.0% | -8.3% |
| YTD | +8.5% | +14.0% | -5.5% | -10.0% |
| 1Y | +25.7% | +15.6% | +10.1% | +2.8% |
| All | +25.7% | +14.1% | +11.6% | +2.8% |
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 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