-29.4%
TSCO vs VO
+16.3%
-45.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.4% | +3.6% |
| 7D | +15.7% | +1.0% | +14.7% | +14.9% |
| 30D | +16.4% | +2.6% | +13.8% | +14.2% |
| 3M | +11.2% | -0.3% | +11.5% | +11.3% |
| 6M | +14.9% | +7.6% | +7.3% | +8.3% |
| YTD | -25.4% | +14.7% | -40.2% | -33.5% |
| 1Y | -29.4% | +16.4% | -45.8% | -38.2% |
| All | -29.4% | +16.3% | -45.7% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling