+8.9%
FOXA vs VO
+16.3%
-7.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.6% |
| 7D | +9.9% | +1.0% | +8.9% | +9.6% |
| 30D | +10.0% | +2.6% | +7.4% | +9.2% |
| 3M | +18.4% | -0.3% | +18.7% | +18.5% |
| 6M | +12.2% | +7.6% | +4.6% | +9.4% |
| YTD | -3.8% | +14.7% | -18.5% | -8.0% |
| 1Y | +8.9% | +16.4% | -7.5% | +3.9% |
| All | +8.9% | +16.3% | -7.3% | +3.9% |
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