+3,553.2%
FIX vs VO
+197.6%
+3,355.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +9.4% | +3.1% | +6.3% | +5.4% |
| 30D | -27.8% | +2.2% | -30.0% | -29.4% |
| 3M | -35.6% | -2.5% | -33.1% | -32.9% |
| 6M | -45.2% | +7.0% | -52.2% | -49.1% |
| YTD | +19.5% | +14.0% | +5.5% | +3.5% |
| 1Y | +24.2% | +15.6% | +8.6% | +5.9% |
| 3Y | +494.2% | +66.2% | +428.0% | +243.6% |
| 5Y | +1,036.1% | +36.6% | +999.5% | +726.3% |
| All | +3,553.2% | +197.6% | +3,355.6% | +881.8% |
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