+469.1%
P vs VO
+212.1%
+257.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.7% |
| 7D | -23.8% | -2.6% | -21.3% | -20.5% |
| 30D | -36.6% | -0.9% | -35.7% | -35.2% |
| 3M | +10.9% | -3.0% | +13.9% | +17.1% |
| 6M | +30.0% | +2.2% | +27.8% | +28.7% |
| YTD | +44.4% | +10.6% | +33.8% | +29.3% |
| 1Y | +3.9% | +12.5% | -8.6% | -9.3% |
| 3Y | +176.6% | +61.4% | +115.2% | +55.4% |
| 5Y | +249.3% | +33.4% | +215.9% | +154.7% |
| 10Y | +726.9% | +201.5% | +525.4% | +144.6% |
| All | +469.1% | +212.1% | +257.0% | +59.0% |
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 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