+36.8%
S vs VO
+13.8%
+23.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.7% | +5.3% | +4.5% |
| 7D | +1.6% | -0.1% | +1.7% | +2.0% |
| 30D | -10.5% | +0.5% | -11.0% | -10.6% |
| 3M | +9.9% | -1.0% | +10.9% | +11.7% |
| 6M | +41.8% | +6.4% | +35.3% | +34.0% |
| YTD | +56.8% | +13.6% | +43.2% | +35.6% |
| All | +36.8% | +13.8% | +23.0% | +17.8% |
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 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