+112.4%
C vs VO
+37.2%
+75.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.8% |
| 7D | +4.7% | +2.9% | +1.8% | +1.4% |
| 30D | +0.2% | +1.0% | -0.8% | -0.8% |
| 3M | -9.3% | -1.7% | -7.6% | -7.5% |
| 6M | -0.8% | +6.7% | -7.5% | -7.4% |
| YTD | +8.5% | +14.0% | -5.5% | -5.3% |
| 1Y | +23.1% | +13.7% | +9.4% | +7.8% |
| 3Y | +220.8% | +65.8% | +154.9% | +97.7% |
| 5Y | +112.4% | +36.6% | +75.8% | +45.0% |
| All | +112.4% | +37.2% | +75.2% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling