+45.8%
IFF vs VO
+16.3%
+29.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.7% | -5.6% |
| 7D | -3.3% | +1.0% | -4.3% | -4.1% |
| 30D | +5.3% | +2.6% | +2.7% | +2.8% |
| 3M | +8.9% | -0.3% | +9.2% | +9.2% |
| 6M | +26.3% | +7.6% | +18.7% | +17.6% |
| YTD | +32.2% | +14.7% | +17.4% | +17.0% |
| 1Y | +45.8% | +16.4% | +29.3% | +27.4% |
| All | +45.8% | +16.3% | +29.5% | +27.4% |
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