+584.1%
MA vs VO
+197.6%
+386.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.3% |
| 7D | -0.5% | +2.9% | -3.4% | -3.5% |
| 30D | +7.9% | +1.0% | +6.9% | +6.7% |
| 3M | +16.8% | -1.7% | +18.5% | +18.7% |
| 6M | +31.0% | +6.7% | +24.3% | +21.9% |
| YTD | +15.0% | +14.0% | +1.1% | -0.5% |
| 1Y | +17.0% | +13.7% | +3.3% | +1.4% |
| 3Y | +68.5% | +65.8% | +2.6% | -3.8% |
| 5Y | +85.0% | +36.6% | +48.4% | +30.6% |
| All | +584.1% | +197.6% | +386.5% | +97.8% |
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