+74.7%
PBR vs VO
+13.3%
+61.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.7% |
| 7D | +5.4% | -1.5% | +6.9% | +5.2% |
| 30D | +22.9% | -3.0% | +25.9% | +22.6% |
| 3M | +19.6% | +2.8% | +16.8% | +19.2% |
| 6M | +16.5% | +10.9% | +5.5% | +14.9% |
| YTD | +86.7% | +12.5% | +74.2% | +82.8% |
| 1Y | +74.7% | +12.0% | +62.7% | +70.7% |
| All | +74.7% | +13.3% | +61.5% | +70.7% |
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