+262.0%
TER vs VO
+58.9%
+203.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.9% |
| 7D | +0.6% | -0.3% | +0.9% | +1.2% |
| 30D | -8.3% | -0.3% | -7.9% | -7.4% |
| 3M | -12.2% | +2.9% | -15.2% | -15.8% |
| 6M | +17.1% | +9.3% | +7.7% | +1.4% |
| YTD | +84.7% | +14.2% | +70.5% | +48.6% |
| 1Y | +199.9% | +15.3% | +184.7% | +138.9% |
| All | +262.0% | +58.9% | +203.1% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling