+4,015.1%
NDAQ vs VO
+827.2%
+3,187.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.6% |
| 7D | -2.4% | -0.3% | -2.2% | -2.1% |
| 30D | +2.5% | -0.3% | +2.8% | +2.8% |
| 3M | +9.9% | +2.9% | +7.0% | +6.4% |
| 6M | +9.4% | +9.3% | +0.1% | -1.0% |
| YTD | +0.4% | +14.2% | -13.8% | -13.3% |
| 1Y | +4.0% | +15.3% | -11.2% | -11.1% |
| 3Y | +94.4% | +56.2% | +38.1% | +18.8% |
| 5Y | +56.7% | +42.4% | +14.3% | +3.9% |
| 10Y | +375.3% | +194.7% | +180.6% | +30.3% |
| All | +4,015.1% | +827.2% | +3,187.9% | +256.9% |
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