+322.4%
NET vs VO
+66.2%
+256.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.4% | -4.0% |
| 7D | -16.4% | +1.0% | -17.3% | -17.7% |
| 30D | -25.8% | +2.6% | -28.5% | -28.8% |
| 3M | -11.5% | -0.3% | -11.3% | -10.9% |
| 6M | +18.9% | +7.6% | +11.3% | +6.5% |
| YTD | +35.2% | +14.7% | +20.5% | +8.9% |
| 1Y | +14.5% | +16.4% | -2.0% | -9.9% |
| All | +322.4% | +66.2% | +256.2% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling