+2,715.8%
MSCI vs VO
+454.3%
+2,261.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.1% |
| 7D | +2.8% | -2.6% | +5.4% | +5.6% |
| 30D | +15.4% | -0.9% | +16.4% | +16.6% |
| 3M | +13.4% | -3.0% | +16.4% | +17.1% |
| 6M | +10.9% | +2.2% | +8.7% | +8.0% |
| YTD | +13.0% | +10.6% | +2.4% | +1.0% |
| 1Y | +12.0% | +12.5% | -0.5% | -1.8% |
| 3Y | +34.1% | +61.4% | -27.3% | -20.3% |
| 5Y | +3.9% | +33.4% | -29.5% | -22.7% |
| 10Y | +802.0% | +201.5% | +600.5% | +196.0% |
| All | +2,715.8% | +454.3% | +2,261.5% | +436.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling