+1,270.9%
PBR vs VO
+827.2%
+443.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.6% |
| 7D | +8.6% | -0.3% | +8.8% | +8.8% |
| 30D | +12.8% | -0.3% | +13.1% | +13.0% |
| 3M | +14.7% | +2.9% | +11.7% | +9.3% |
| 6M | +25.2% | +9.3% | +15.8% | +8.7% |
| YTD | +77.1% | +14.2% | +63.0% | +44.4% |
| 1Y | +69.6% | +15.3% | +54.3% | +35.7% |
| 3Y | +95.6% | +56.2% | +39.3% | -1.5% |
| 5Y | +501.8% | +42.4% | +459.3% | +219.5% |
| 10Y | +640.6% | +194.7% | +445.8% | +43.5% |
| All | +1,270.9% | +827.2% | +443.7% | -39.8% |
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 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