+57.9%
EXEL vs VO
+15.8%
+42.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +8.4% | -0.3% | +8.6% | +8.6% |
| 30D | +4.1% | -0.3% | +4.4% | +4.2% |
| 3M | +12.4% | +2.9% | +9.5% | +10.0% |
| 6M | +41.5% | +9.3% | +32.2% | +32.4% |
| YTD | +34.6% | +14.2% | +20.4% | +21.3% |
| 1Y | +57.9% | +15.3% | +42.6% | +40.5% |
| All | +57.9% | +15.8% | +42.0% | +40.5% |
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 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