+28.6%
P vs VO
+14.1%
+14.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +11.6% | +3.1% | +8.5% | +4.0% |
| 30D | -23.7% | +2.2% | -25.9% | -26.3% |
| 3M | -8.0% | -2.5% | -5.5% | -1.3% |
| 6M | +27.9% | +7.0% | +20.9% | +15.7% |
| YTD | +61.2% | +14.0% | +47.2% | +32.7% |
| 1Y | +28.6% | +15.6% | +13.0% | +4.2% |
| All | +28.6% | +14.1% | +14.5% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling