+4.6%
MKTX vs VO
+200.3%
-195.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.6% |
| 7D | -0.2% | -1.5% | +1.3% | +0.7% |
| 30D | +0.7% | -3.0% | +3.8% | +2.7% |
| 3M | +40.8% | +2.8% | +38.0% | +38.2% |
| 6M | -8.0% | +10.9% | -18.9% | -14.4% |
| YTD | -8.7% | +12.5% | -21.2% | -15.9% |
| 1Y | -11.8% | +12.0% | -23.8% | -18.7% |
| 3Y | -24.0% | +56.3% | -80.3% | -45.9% |
| 5Y | -60.3% | +42.9% | -103.3% | -70.0% |
| All | +4.6% | +200.3% | -195.7% | -60.2% |
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