+76.2%
O vs VO
+197.6%
-121.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | -0.4% | +3.1% | -3.5% | -2.7% |
| 30D | +7.1% | +2.2% | +4.9% | +5.2% |
| 3M | -5.2% | -2.5% | -2.7% | -3.6% |
| 6M | -1.8% | +7.0% | -8.7% | -7.2% |
| YTD | +9.1% | +14.0% | -4.9% | -2.4% |
| 1Y | +9.7% | +15.6% | -6.0% | -3.0% |
| 3Y | +39.1% | +66.2% | -27.0% | -10.8% |
| 5Y | +8.4% | +36.6% | -28.3% | -18.7% |
| All | +76.2% | +197.6% | -121.5% | -33.8% |
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