+185.4%
MAR vs VO
+38.8%
+146.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -1.1% |
| 7D | +1.0% | +0.2% | +0.8% | +0.6% |
| 30D | +16.2% | +2.0% | +14.2% | +13.6% |
| 3M | +23.1% | -0.3% | +23.3% | +23.2% |
| 6M | +22.0% | +7.3% | +14.7% | +12.3% |
| YTD | +39.2% | +15.0% | +24.2% | +18.9% |
| 1Y | +48.3% | +14.7% | +33.6% | +27.0% |
| 3Y | +123.4% | +67.3% | +56.1% | +28.8% |
| 5Y | +185.4% | +38.8% | +146.6% | +106.9% |
| All | +185.4% | +38.8% | +146.6% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling