+264.0%
SPOT vs VO
+147.1%
+116.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.0% |
| 7D | -0.9% | -0.3% | -0.7% | -0.7% |
| 30D | +12.5% | -0.3% | +12.8% | +12.8% |
| 3M | +9.9% | +2.9% | +7.0% | +6.3% |
| 6M | +1.6% | +9.3% | -7.8% | -7.6% |
| YTD | -6.6% | +14.2% | -20.8% | -18.6% |
| 1Y | -22.9% | +15.3% | -38.2% | -33.7% |
| 3Y | +244.3% | +56.2% | +188.0% | +116.5% |
| 5Y | +117.8% | +42.4% | +75.4% | +53.3% |
| All | +264.0% | +147.1% | +116.9% | +80.6% |
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