+2.1%
SLB vs VO
+58.9%
-56.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | +0.8% | -0.3% | +1.1% | +1.1% |
| 30D | +15.8% | -0.3% | +16.2% | +16.1% |
| 3M | -0.3% | +2.9% | -3.3% | -3.7% |
| 6M | +21.3% | +9.3% | +12.0% | +9.6% |
| YTD | +52.3% | +14.2% | +38.1% | +31.3% |
| 1Y | +63.6% | +15.3% | +48.4% | +39.6% |
| All | +2.1% | +58.9% | -56.8% | -33.1% |
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