-6.4%
T vs VO
+16.3%
-22.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.2% |
| 7D | +5.5% | +1.0% | +4.5% | +5.6% |
| 30D | -8.9% | +2.6% | -11.6% | -8.5% |
| 3M | -5.6% | -0.3% | -5.3% | -5.6% |
| 6M | -14.3% | +7.6% | -21.9% | -12.9% |
| YTD | -7.9% | +14.7% | -22.7% | -5.9% |
| 1Y | -6.4% | +16.4% | -22.8% | -4.8% |
| All | -6.4% | +16.3% | -22.7% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling