+29.7%
Q vs VO
+11.5%
+18.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.9% |
| 7D | +6.7% | +0.6% | +6.1% | +4.8% |
| 30D | -10.6% | -1.1% | -9.5% | -8.0% |
| 3M | -14.6% | +4.5% | -19.1% | -23.9% |
| 6M | +12.1% | +11.1% | +1.0% | -14.5% |
| YTD | +51.3% | +13.5% | +37.7% | +11.3% |
| All | +29.7% | +11.5% | +18.2% | -2.6% |
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