+779.7%
MSCI vs VO
+206.8%
+572.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -2.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +14.4% | +0.5% | +13.9% | +13.8% |
| 3M | +15.2% | -1.0% | +16.2% | +16.4% |
| 6M | +11.2% | +6.4% | +4.8% | +3.4% |
| YTD | +13.9% | +13.6% | +0.3% | -1.9% |
| 1Y | +12.5% | +14.5% | -2.0% | -4.1% |
| 3Y | +32.3% | +67.2% | -34.9% | -27.8% |
| 5Y | +4.9% | +36.1% | -31.2% | -26.1% |
| 10Y | +779.7% | +199.3% | +580.4% | +163.3% |
| All | +779.7% | +206.8% | +572.9% | +163.3% |
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