-24.8%
U vs VO
+102.2%
-126.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.9% | -6.3% |
| 7D | +32.3% | -0.1% | +32.4% | +30.5% |
| 30D | +9.7% | +0.5% | +9.2% | +7.0% |
| 3M | +19.6% | -1.0% | +20.6% | +20.9% |
| 6M | +82.6% | +6.4% | +76.2% | +56.0% |
| YTD | +16.4% | +13.6% | +2.8% | -14.5% |
| 1Y | +28.5% | +14.5% | +14.0% | -7.3% |
| 3Y | +103.8% | +67.2% | +36.5% | -38.3% |
| 5Y | -70.0% | +36.1% | -106.1% | -83.6% |
| All | -24.8% | +102.2% | -126.9% | -77.6% |
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