+9.5%
S vs VO
+15.8%
-6.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.7% |
| 7D | -7.7% | -0.3% | -7.4% | -7.4% |
| 30D | -5.3% | -0.3% | -5.0% | -4.8% |
| 3M | +20.3% | +2.9% | +17.3% | +16.6% |
| 6M | +47.4% | +9.3% | +38.0% | +32.4% |
| YTD | +32.5% | +14.2% | +18.3% | +11.2% |
| 1Y | +9.5% | +15.3% | -5.7% | -8.7% |
| All | +9.5% | +15.8% | -6.3% | -8.7% |
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