-23.6%
EXE vs VO
+15.0%
-38.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.8% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | -0.2% | +2.0% | -2.2% | -0.2% |
| 3M | -9.2% | -0.3% | -9.0% | -9.6% |
| 6M | -7.2% | +7.3% | -14.5% | -7.0% |
| YTD | -18.3% | +15.0% | -33.3% | -19.1% |
| 1Y | -23.6% | +14.7% | -38.3% | -24.4% |
| All | -23.6% | +15.0% | -38.6% | -24.4% |
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