+833.1%
EMR vs VO
+797.8%
+35.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | 0.0% |
| 7D | -1.6% | -2.6% | +1.0% | +1.2% |
| 30D | +2.0% | -0.9% | +2.9% | +3.1% |
| 3M | +3.8% | -3.0% | +6.8% | +7.4% |
| 6M | +10.5% | +2.2% | +8.3% | +8.6% |
| YTD | +23.7% | +10.6% | +13.1% | +12.8% |
| 1Y | +25.4% | +12.5% | +12.9% | +12.4% |
| 3Y | +86.6% | +61.4% | +25.2% | +17.1% |
| 5Y | +83.0% | +33.4% | +49.6% | +37.8% |
| 10Y | +319.5% | +201.5% | +117.9% | +40.3% |
| All | +833.1% | +797.8% | +35.3% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling