+211.9%
ROL vs VO
+195.4%
+16.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.2% |
| 7D | -3.4% | +0.6% | -4.1% | -3.8% |
| 30D | -6.9% | -1.1% | -5.9% | -6.3% |
| 3M | -24.6% | +4.5% | -29.1% | -26.8% |
| 6M | -39.5% | +11.1% | -50.6% | -43.7% |
| YTD | -41.1% | +13.5% | -54.6% | -45.9% |
| 1Y | -37.9% | +14.5% | -52.4% | -43.4% |
| 3Y | +0.8% | +58.1% | -57.3% | -26.6% |
| 5Y | -4.7% | +43.3% | -48.0% | -26.4% |
| All | +211.9% | +195.4% | +16.5% | +41.2% |
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