+26.7%
Q vs VO
+12.1%
+14.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +2.3% |
| 7D | +0.2% | -0.3% | +0.5% | +1.0% |
| 30D | -11.1% | -0.3% | -10.8% | -10.2% |
| 3M | -22.1% | +2.9% | -25.1% | -27.4% |
| 6M | +0.5% | +9.3% | -8.9% | -20.1% |
| YTD | +47.8% | +14.2% | +33.6% | +7.1% |
| All | +26.7% | +12.1% | +14.6% | -6.3% |
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 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