+311.1%
SPOT vs VO
+146.7%
+164.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | +1.6% | +3.1% | -1.5% | -1.4% |
| 30D | +16.9% | +2.2% | +14.7% | +14.3% |
| 3M | +23.0% | -2.5% | +25.5% | +25.7% |
| 6M | +42.2% | +7.0% | +35.2% | +32.0% |
| YTD | +5.5% | +14.0% | -8.5% | -8.2% |
| 1Y | -5.1% | +15.6% | -20.7% | -18.6% |
| 3Y | +257.9% | +66.2% | +191.7% | +110.8% |
| 5Y | +118.4% | +36.6% | +81.7% | +58.4% |
| All | +311.1% | +146.7% | +164.5% | +103.8% |
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