+3,759.0%
FIX vs VO
+202.1%
+3,556.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.8% | +3.4% |
| 7D | +6.4% | +0.2% | +6.2% | +6.8% |
| 30D | -29.1% | +2.0% | -31.1% | -30.5% |
| 3M | -31.1% | -0.3% | -30.9% | -30.4% |
| 6M | -42.8% | +7.3% | -50.1% | -47.1% |
| YTD | +24.6% | +15.0% | +9.7% | +6.7% |
| 1Y | +21.9% | +14.7% | +7.3% | +5.1% |
| 3Y | +524.9% | +67.3% | +457.6% | +258.0% |
| 5Y | +1,092.2% | +38.8% | +1,053.4% | +749.4% |
| 10Y | +3,759.0% | +201.6% | +3,557.5% | +912.0% |
| All | +3,759.0% | +202.1% | +3,556.9% | +912.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling