+2,785.5%
MSCI vs VO
+469.2%
+2,316.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.7% | -0.2% | +2.9% | +2.8% |
| 30D | +16.2% | +0.5% | +15.8% | +15.7% |
| 3M | +17.1% | -1.1% | +18.2% | +18.4% |
| 6M | +13.0% | +6.4% | +6.6% | +5.6% |
| YTD | +15.8% | +13.5% | +2.2% | +0.6% |
| 1Y | +15.5% | +13.6% | +1.9% | +0.3% |
| 3Y | +32.3% | +65.2% | -32.9% | -23.3% |
| 5Y | +8.2% | +37.7% | -29.6% | -22.2% |
| 10Y | +800.7% | +198.4% | +602.3% | +198.3% |
| All | +2,785.5% | +469.2% | +2,316.2% | +434.0% |
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