+1,449.6%
NET vs VO
+116.2%
+1,333.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.7% |
| 7D | -7.0% | -0.3% | -6.7% | -6.5% |
| 30D | -4.8% | -0.3% | -4.5% | -4.0% |
| 3M | +3.8% | +2.9% | +0.9% | 0.0% |
| 6M | +50.0% | +9.3% | +40.7% | +32.4% |
| YTD | +41.5% | +14.2% | +27.3% | +17.5% |
| 1Y | +32.8% | +15.3% | +17.6% | +9.2% |
| 3Y | +335.9% | +56.2% | +279.6% | +139.3% |
| 5Y | +113.8% | +42.4% | +71.4% | +42.6% |
| All | +1,449.6% | +116.2% | +1,333.4% | +732.9% |
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