+488.5%
NDAQ vs VO
+197.6%
+290.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.3% | +3.1% | -1.8% | -1.4% |
| 30D | +18.0% | +2.2% | +15.8% | +15.7% |
| 3M | +11.5% | -2.5% | +14.0% | +13.9% |
| 6M | +21.1% | +7.0% | +14.1% | +14.0% |
| YTD | +12.8% | +14.0% | -1.2% | +0.5% |
| 1Y | +25.7% | +15.6% | +10.1% | +10.5% |
| 3Y | +116.8% | +66.2% | +50.6% | +39.4% |
| 5Y | +67.3% | +36.6% | +30.6% | +26.4% |
| All | +488.5% | +197.6% | +290.8% | +119.5% |
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