+820.4%
MSCI vs VO
+202.1%
+618.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.7% |
| 7D | -1.9% | +0.2% | -2.1% | -2.2% |
| 30D | +16.5% | +2.0% | +14.5% | +13.9% |
| 3M | +18.2% | -0.3% | +18.5% | +18.5% |
| 6M | +14.0% | +7.3% | +6.7% | +5.1% |
| YTD | +16.6% | +15.0% | +1.6% | -0.9% |
| 1Y | +14.8% | +14.7% | +0.1% | -2.3% |
| 3Y | +33.3% | +67.3% | -34.0% | -27.3% |
| 5Y | +9.1% | +38.8% | -29.8% | -24.8% |
| 10Y | +820.4% | +201.6% | +618.8% | +172.6% |
| All | +820.4% | +202.1% | +618.2% | +172.6% |
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