+334.0%
SPGI vs VO
+197.4%
+136.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.6% | -0.2% | +1.8% | +1.7% |
| 30D | +16.1% | +0.5% | +15.6% | +15.5% |
| 3M | +15.5% | -1.1% | +16.6% | +16.5% |
| 6M | +19.6% | +6.4% | +13.3% | +12.3% |
| YTD | -3.6% | +13.5% | -17.1% | -15.2% |
| 1Y | +2.2% | +13.6% | -11.4% | -10.2% |
| 3Y | +30.1% | +65.2% | -35.1% | -21.8% |
| 5Y | +14.9% | +37.7% | -22.8% | -17.3% |
| 10Y | +334.0% | +198.4% | +135.6% | +46.9% |
| All | +334.0% | +197.4% | +136.6% | +46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling