+11.1%
S vs VO
+56.6%
-45.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.7% |
| 7D | -7.7% | -0.3% | -7.4% | -7.3% |
| 30D | -5.3% | -0.3% | -5.0% | -4.7% |
| 3M | +20.3% | +2.9% | +17.3% | +15.1% |
| 6M | +47.4% | +9.3% | +38.0% | +27.6% |
| YTD | +32.5% | +14.2% | +18.3% | +6.8% |
| 1Y | +9.5% | +15.3% | -5.7% | -12.8% |
| All | +11.1% | +56.6% | -45.5% | -47.9% |
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