-48.8%
SE vs VO
+16.3%
-65.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +3.5% |
| 7D | +6.7% | +1.0% | +5.7% | +5.6% |
| 30D | -17.2% | +2.6% | -19.8% | -19.5% |
| 3M | -28.0% | -0.3% | -27.8% | -27.7% |
| 6M | -6.1% | +7.6% | -13.7% | -14.1% |
| YTD | -37.1% | +14.7% | -51.9% | -46.4% |
| 1Y | -48.8% | +16.4% | -65.2% | -57.0% |
| All | -48.8% | +16.3% | -65.0% | -57.0% |
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