+207.9%
TECK vs VO
+42.2%
+165.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -1.2% |
| 7D | +4.9% | -0.6% | +5.5% | +5.7% |
| 30D | +5.2% | -1.9% | +7.1% | +7.7% |
| 3M | +13.8% | +3.3% | +10.5% | +9.7% |
| 6M | +38.5% | +9.7% | +28.8% | +25.0% |
| YTD | +47.3% | +12.6% | +34.7% | +29.4% |
| 1Y | +81.0% | +13.6% | +67.3% | +57.4% |
| 3Y | +79.9% | +56.8% | +23.1% | +11.8% |
| 5Y | +207.9% | +42.3% | +165.6% | +106.7% |
| All | +207.9% | +42.2% | +165.6% | +106.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling