+62.5%
T vs VO
+197.6%
-135.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.5% | +3.1% | -0.6% | +0.9% |
| 30D | -3.8% | +2.2% | -6.0% | -4.9% |
| 3M | -8.7% | -2.5% | -6.2% | -7.7% |
| 6M | -8.1% | +7.0% | -15.1% | -11.7% |
| YTD | -6.4% | +14.0% | -20.4% | -13.5% |
| 1Y | -9.8% | +15.6% | -25.4% | -17.3% |
| 3Y | +65.5% | +66.2% | -0.7% | +20.2% |
| 5Y | +57.0% | +36.6% | +20.3% | +27.1% |
| All | +62.5% | +197.6% | -135.1% | -22.4% |
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