+15.0%
PL vs VO
+15.0%
0.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -2.7% |
| 7D | +13.4% | +0.2% | +13.1% | +13.3% |
| 30D | -10.2% | +2.0% | -12.2% | -13.9% |
| 3M | -39.5% | -0.3% | -39.2% | -38.5% |
| 6M | -65.7% | +7.3% | -73.0% | -69.6% |
| YTD | -27.3% | +15.0% | -42.3% | -43.4% |
| 1Y | +15.0% | +14.7% | +0.3% | -8.5% |
| All | +15.0% | +15.0% | 0.0% | -8.5% |
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