+185.4%
PSLV vs VO
+200.3%
-14.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -3.5% | -1.5% | -1.9% | -2.8% |
| 30D | -2.1% | -3.0% | +0.9% | -0.9% |
| 3M | -1.6% | +2.8% | -4.5% | -2.7% |
| 6M | -25.5% | +10.9% | -36.4% | -28.2% |
| YTD | -11.4% | +12.5% | -23.9% | -14.7% |
| 1Y | +48.6% | +12.0% | +36.6% | +43.2% |
| 3Y | +166.9% | +56.3% | +110.6% | +128.9% |
| 5Y | +152.4% | +42.9% | +109.5% | +120.2% |
| All | +185.4% | +200.3% | -14.8% | +103.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling