+5.4%
S vs VO
+14.5%
-9.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.5% |
| 7D | -5.8% | +0.6% | -6.4% | -6.6% |
| 30D | -9.2% | -1.1% | -8.1% | -7.9% |
| 3M | +23.4% | +4.5% | +18.8% | +17.4% |
| 6M | +36.9% | +11.1% | +25.9% | +20.1% |
| YTD | +29.5% | +13.5% | +16.0% | +9.3% |
| 1Y | +5.4% | +14.5% | -9.1% | -11.7% |
| All | +5.4% | +14.5% | -9.0% | -11.7% |
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