+593.1%
MA vs VO
+197.6%
+395.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.3% | +3.1% | -1.8% | -1.9% |
| 30D | +9.6% | +2.2% | +7.4% | +7.1% |
| 3M | +16.8% | -2.5% | +19.3% | +19.6% |
| 6M | +35.2% | +7.0% | +28.2% | +25.5% |
| YTD | +16.6% | +14.0% | +2.6% | +0.8% |
| 1Y | +19.8% | +15.6% | +4.1% | +2.0% |
| 3Y | +70.7% | +66.2% | +4.5% | -2.8% |
| 5Y | +87.4% | +36.6% | +50.8% | +32.3% |
| All | +593.1% | +197.6% | +395.5% | +100.3% |
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