-9.5%
M vs VO
+197.6%
-207.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.8% |
| 7D | +0.6% | +2.9% | -2.4% | -3.5% |
| 30D | +7.0% | +1.0% | +6.0% | +5.8% |
| 3M | +3.1% | -1.7% | +4.9% | +6.2% |
| 6M | +33.5% | +6.7% | +26.8% | +22.1% |
| YTD | +13.4% | +14.0% | -0.6% | -6.1% |
| 1Y | +22.4% | +13.7% | +8.7% | +2.0% |
| 3Y | +150.9% | +65.8% | +85.0% | +22.6% |
| 5Y | -3.0% | +36.6% | -39.7% | -34.6% |
| All | -9.5% | +197.6% | -207.1% | -78.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling