+3,653.2%
FIX vs VO
+196.6%
+3,456.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.6% | +5.6% |
| 7D | -17.5% | -2.6% | -14.9% | -14.5% |
| 30D | -41.6% | -0.9% | -40.6% | -40.7% |
| 3M | -40.6% | -3.0% | -37.6% | -37.9% |
| 6M | -49.4% | +2.2% | -51.6% | -50.2% |
| YTD | +9.2% | +10.6% | -1.4% | -1.9% |
| 1Y | +6.5% | +12.5% | -6.1% | -6.1% |
| 3Y | +448.7% | +61.4% | +387.3% | +228.6% |
| 5Y | +948.7% | +33.4% | +915.3% | +684.9% |
| All | +3,653.2% | +196.6% | +3,456.6% | +846.0% |
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