+22.1%
EW vs VO
+13.5%
+8.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +9.3% | -0.2% | +9.4% | +9.2% |
| 30D | +22.1% | +0.5% | +21.6% | +21.5% |
| 3M | +13.0% | -1.1% | +14.1% | +13.8% |
| 6M | +30.1% | +6.4% | +23.7% | +24.1% |
| YTD | +22.0% | +13.5% | +8.5% | +11.4% |
| All | +22.1% | +13.5% | +8.6% | +11.7% |
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 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