+62.9%
KO vs VO
+54.6%
+8.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -1.1% | -2.5% | +1.4% | -0.8% |
| 30D | +1.6% | -3.2% | +4.8% | +2.0% |
| 3M | +5.8% | +3.9% | +1.8% | +5.2% |
| 6M | +14.3% | +9.6% | +4.6% | +12.5% |
| YTD | +27.3% | +11.6% | +15.7% | +24.8% |
| 1Y | +33.2% | +12.6% | +20.6% | +30.2% |
| All | +62.9% | +54.6% | +8.3% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling