+48.8%
D vs VO
+197.6%
-148.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | -3.1% | +2.9% | -6.0% | -4.6% |
| 30D | +8.4% | +1.0% | +7.4% | +7.6% |
| 3M | +0.2% | -1.7% | +1.9% | +1.1% |
| 6M | +9.5% | +6.7% | +2.8% | +5.3% |
| YTD | +18.8% | +14.0% | +4.8% | +10.0% |
| 1Y | +14.7% | +13.7% | +1.0% | +6.2% |
| 3Y | +72.9% | +65.8% | +7.1% | +27.8% |
| 5Y | +13.1% | +36.6% | -23.5% | -7.6% |
| All | +48.8% | +197.6% | -148.8% | -24.6% |
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