+142.8%
EFA vs VO
+200.3%
-57.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | -1.5% | -1.5% | 0.0% | -0.4% |
| 30D | -1.7% | -3.0% | +1.4% | +0.7% |
| 3M | +3.5% | +2.8% | +0.7% | +1.3% |
| 6M | +9.5% | +10.9% | -1.5% | +1.3% |
| YTD | +12.9% | +12.5% | +0.4% | +3.4% |
| 1Y | +18.2% | +12.0% | +6.2% | +8.6% |
| 3Y | +64.8% | +56.3% | +8.6% | +17.0% |
| 5Y | +53.9% | +42.9% | +10.9% | +15.6% |
| All | +142.8% | +200.3% | -57.5% | +4.7% |
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