+161.7%
M vs VO
+68.0%
+93.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -2.9% |
| 7D | -3.3% | +0.2% | -3.5% | -3.5% |
| 30D | +8.1% | +2.0% | +6.1% | +5.1% |
| 3M | +2.2% | -0.3% | +2.5% | +2.9% |
| 6M | +35.1% | +7.3% | +27.8% | +21.9% |
| YTD | +15.8% | +15.0% | +0.8% | -6.3% |
| 1Y | +25.8% | +14.7% | +11.1% | +2.4% |
| All | +161.7% | +68.0% | +93.7% | -10.1% |
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