+62.5%
SLB vs VO
+32.6%
+29.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -7.1% | -2.6% | -4.6% | -4.9% |
| 30D | +4.1% | -0.9% | +5.0% | +4.9% |
| 3M | -2.6% | -3.0% | +0.4% | 0.0% |
| 6M | -8.6% | +2.2% | -10.8% | -10.5% |
| YTD | +32.2% | +10.6% | +21.6% | +20.9% |
| 1Y | +40.7% | +12.5% | +28.1% | +26.7% |
| 3Y | -4.5% | +61.4% | -65.9% | -34.9% |
| All | +62.5% | +32.6% | +29.9% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling