+138.5%
TECK vs VO
+38.8%
+99.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -0.3% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -5.7% | +2.0% | -7.7% | -7.7% |
| 3M | -3.6% | -0.3% | -3.3% | -2.8% |
| 6M | -2.2% | +7.3% | -9.5% | -9.4% |
| YTD | +33.6% | +15.0% | +18.6% | +14.7% |
| 1Y | +49.0% | +14.7% | +34.3% | +28.5% |
| 3Y | +85.4% | +67.3% | +18.1% | +7.3% |
| 5Y | +138.5% | +38.8% | +99.7% | +62.0% |
| All | +138.5% | +38.8% | +99.7% | +62.0% |
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