+48.4%
MAR vs VO
+14.1%
+34.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.6% | +3.1% | -1.5% | -1.1% |
| 30D | +13.8% | +2.2% | +11.6% | +11.6% |
| 3M | +20.3% | -2.5% | +22.8% | +23.2% |
| 6M | +21.3% | +7.0% | +14.4% | +12.1% |
| YTD | +37.2% | +14.0% | +23.2% | +17.9% |
| 1Y | +48.4% | +15.6% | +32.8% | +25.4% |
| All | +48.4% | +14.1% | +34.3% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling