+69.9%
PR vs VO
+13.8%
+56.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | -9.5% | -0.2% | -9.3% | -9.4% |
| 30D | -5.7% | +0.5% | -6.2% | -5.4% |
| 3M | +3.0% | -1.1% | +4.1% | +2.8% |
| 6M | +11.8% | +6.4% | +5.4% | +12.3% |
| YTD | +58.5% | +13.5% | +44.9% | +58.6% |
| 1Y | +69.9% | +13.6% | +56.3% | +69.8% |
| All | +69.9% | +13.8% | +56.1% | +69.8% |
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 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