+41.9%
DVA vs VO
+14.1%
+27.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -8.8% | +3.1% | -11.9% | -9.3% |
| 30D | -3.4% | +2.2% | -5.6% | -3.7% |
| 3M | -2.6% | -2.5% | -0.1% | -1.8% |
| 6M | -11.9% | +7.0% | -18.8% | -12.9% |
| YTD | +53.6% | +14.0% | +39.7% | +48.3% |
| 1Y | +41.9% | +15.6% | +26.2% | +34.9% |
| All | +41.9% | +14.1% | +27.7% | +34.9% |
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