+380.3%
NDAQ vs VO
+193.0%
+187.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.2% |
| 7D | -1.6% | -0.6% | -1.0% | -1.0% |
| 30D | -1.5% | -1.9% | +0.5% | +0.2% |
| 3M | +8.0% | +3.3% | +4.8% | +5.1% |
| 6M | +7.7% | +9.7% | -2.0% | -0.8% |
| YTD | -2.3% | +12.6% | -14.9% | -12.0% |
| 1Y | +0.6% | +13.6% | -13.1% | -10.2% |
| 3Y | +90.9% | +56.8% | +34.1% | +29.2% |
| 5Y | +52.5% | +42.3% | +10.2% | +11.3% |
| 10Y | +380.3% | +199.2% | +181.1% | +85.5% |
| All | +380.3% | +193.0% | +187.3% | +85.5% |
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