+0.8%
ROL vs VO
+57.7%
-57.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.3% |
| 7D | -3.4% | +0.6% | -4.1% | -3.7% |
| 30D | -6.9% | -1.1% | -5.9% | -6.5% |
| 3M | -24.6% | +4.5% | -29.1% | -26.3% |
| 6M | -39.5% | +11.1% | -50.6% | -42.8% |
| YTD | -41.1% | +13.5% | -54.6% | -44.8% |
| 1Y | -37.9% | +14.5% | -52.4% | -42.2% |
| 3Y | +0.8% | +58.1% | -57.3% | -22.8% |
| All | +0.8% | +57.7% | -57.0% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling