+606.9%
GEV vs VO
+34.5%
+572.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -1.2% |
| 7D | -1.9% | -2.5% | +0.6% | +2.6% |
| 30D | -8.7% | -3.2% | -5.5% | -2.9% |
| 3M | +6.6% | +3.9% | +2.7% | 0.0% |
| 6M | +10.2% | +9.6% | +0.6% | -5.6% |
| YTD | +41.6% | +11.6% | +30.0% | +17.1% |
| 1Y | +43.9% | +12.6% | +31.3% | +17.6% |
| All | +606.9% | +34.5% | +572.4% | +338.6% |
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