+103.0%
PSX vs VO
+13.6%
+89.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.7% |
| 7D | +1.8% | -0.6% | +2.4% | +1.9% |
| 30D | +21.6% | -1.9% | +23.6% | +21.8% |
| 3M | +46.5% | +3.3% | +43.2% | +45.9% |
| 6M | +62.0% | +9.7% | +52.3% | +60.0% |
| YTD | +106.3% | +12.6% | +93.7% | +99.4% |
| 1Y | +103.0% | +13.6% | +89.3% | +96.4% |
| All | +103.0% | +13.6% | +89.4% | +96.4% |
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