+199.0%
SLB vs VO
+827.2%
-628.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.9% |
| 6M | +21.3% | +9.3% | +12.0% | +9.0% |
| YTD | +52.3% | +14.2% | +38.1% | +30.3% |
| 1Y | +63.6% | +15.3% | +48.4% | +38.4% |
| 3Y | +3.8% | +56.2% | -52.5% | -38.6% |
| 5Y | +128.6% | +42.4% | +86.2% | +46.6% |
| 10Y | -3.1% | +194.7% | -197.8% | -72.2% |
| All | +199.0% | +827.2% | -628.2% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling