+216.0%
C vs VO
+66.5%
+149.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | +4.2% | +3.1% | +1.1% | 0.0% |
| 30D | +2.0% | +2.2% | -0.2% | -0.9% |
| 3M | -10.1% | -2.5% | -7.6% | -7.0% |
| 6M | +1.0% | +7.0% | -6.0% | -7.6% |
| YTD | +8.5% | +14.0% | -5.5% | -8.5% |
| 1Y | +25.7% | +15.6% | +10.1% | +4.1% |
| 3Y | +216.0% | +66.2% | +149.8% | +77.3% |
| All | +216.0% | +66.5% | +149.4% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling