+96.7%
GD vs VO
+33.1%
+63.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -0.3% |
| 7D | -3.9% | -3.3% | -0.6% | -2.0% |
| 30D | +8.1% | -1.8% | +9.9% | +9.2% |
| 3M | -6.8% | -3.4% | -3.4% | -5.0% |
| 6M | +3.0% | +3.0% | 0.0% | +1.1% |
| YTD | +7.8% | +10.7% | -3.0% | +1.5% |
| 1Y | +5.8% | +11.8% | -6.0% | -0.9% |
| 3Y | +55.3% | +60.4% | -5.1% | +19.5% |
| 5Y | +96.7% | +33.6% | +63.1% | +62.8% |
| All | +96.7% | +33.1% | +63.5% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling