+281.3%
P vs VO
+42.6%
+238.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.7% |
| 7D | +6.5% | -0.3% | +6.8% | +7.0% |
| 30D | +18.8% | -0.3% | +19.2% | +19.7% |
| 3M | +26.7% | +2.9% | +23.8% | +22.8% |
| 6M | +62.2% | +9.3% | +52.8% | +44.6% |
| YTD | +48.5% | +14.2% | +34.3% | +25.4% |
| 1Y | +26.4% | +15.3% | +11.1% | +5.4% |
| 3Y | +159.4% | +56.2% | +103.2% | +52.6% |
| All | +281.3% | +42.6% | +238.6% | +163.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling