-46.2%
SE vs VO
+14.1%
-60.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.5% | +3.1% | -3.6% | -4.1% |
| 30D | -20.9% | +2.2% | -23.1% | -22.8% |
| 3M | -38.9% | -2.5% | -36.4% | -36.9% |
| 6M | -19.4% | +7.0% | -26.4% | -25.8% |
| YTD | -40.9% | +14.0% | -54.9% | -49.3% |
| 1Y | -46.2% | +15.6% | -61.8% | -54.4% |
| All | -46.2% | +14.1% | -60.3% | -54.4% |
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