+291.3%
PSX vs VO
+36.6%
+254.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | +1.0% |
| 7D | -8.0% | -0.1% | -7.9% | -7.9% |
| 30D | -9.0% | +0.5% | -9.5% | -9.4% |
| 3M | +24.7% | -1.0% | +25.8% | +25.5% |
| 6M | +49.3% | +6.4% | +42.9% | +41.9% |
| YTD | +100.2% | +13.6% | +86.6% | +80.0% |
| 1Y | +88.8% | +14.5% | +74.4% | +68.8% |
| 3Y | +152.5% | +67.2% | +85.3% | +74.6% |
| All | +291.3% | +36.6% | +254.7% | +202.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling