+4,524.2%
NDAQ vs VO
+822.3%
+3,701.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | -1.6% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +15.9% | +0.5% | +15.4% | +15.1% |
| 3M | +15.1% | -1.0% | +16.1% | +16.2% |
| 6M | +22.9% | +6.4% | +16.5% | +14.6% |
| YTD | +12.8% | +13.6% | -0.7% | -2.1% |
| 1Y | +26.0% | +14.5% | +11.5% | +8.4% |
| 3Y | +119.7% | +67.2% | +52.5% | +24.7% |
| 5Y | +65.4% | +36.1% | +29.3% | +15.4% |
| 10Y | +469.3% | +199.3% | +270.0% | +53.3% |
| All | +4,524.2% | +822.3% | +3,701.9% | +303.0% |
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