+280.4%
EMR vs VO
+197.6%
+82.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.8% | +3.1% | -0.3% | -0.7% |
| 30D | +3.7% | +2.2% | +1.5% | +1.2% |
| 3M | +2.0% | -2.5% | +4.5% | +5.2% |
| 6M | +22.1% | +7.0% | +15.2% | +13.7% |
| YTD | +27.2% | +14.0% | +13.2% | +11.3% |
| 1Y | +32.0% | +15.6% | +16.4% | +13.8% |
| 3Y | +103.3% | +66.2% | +37.1% | +20.3% |
| 5Y | +88.2% | +36.6% | +51.6% | +36.5% |
| All | +280.4% | +197.6% | +82.7% | +20.0% |
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 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