+8.0%
EW vs VO
+13.6%
-5.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.1% |
| 7D | -5.1% | -0.6% | -4.5% | -4.7% |
| 30D | -6.4% | -1.9% | -4.4% | -5.2% |
| 3M | -1.6% | +3.3% | -4.8% | -3.6% |
| 6M | +2.3% | +9.7% | -7.4% | -3.5% |
| YTD | +1.1% | +12.6% | -11.5% | -5.7% |
| 1Y | +8.0% | +13.6% | -5.7% | -0.2% |
| All | +8.0% | +13.6% | -5.6% | -0.2% |
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