+995.4%
TER vs VO
+197.6%
+797.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +3.1% | +11.3% | +9.6% |
| 30D | -30.6% | +2.2% | -32.8% | -32.2% |
| 3M | -39.2% | -2.5% | -36.7% | -36.0% |
| 6M | -31.3% | +7.0% | -38.2% | -36.0% |
| YTD | +29.1% | +14.0% | +15.1% | +11.7% |
| 1Y | +47.4% | +15.6% | +31.8% | +25.4% |
| 3Y | +191.2% | +66.2% | +125.1% | +55.2% |
| 5Y | +74.0% | +36.6% | +37.4% | +25.5% |
| All | +995.4% | +197.6% | +797.8% | +195.4% |
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