+9.6%
U vs VO
+58.9%
-49.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.6% |
| 7D | -3.8% | -0.3% | -3.5% | -3.2% |
| 30D | +17.5% | -0.3% | +17.8% | +18.2% |
| 3M | +38.7% | +2.9% | +35.8% | +30.9% |
| 6M | +104.4% | +9.3% | +95.1% | +69.7% |
| YTD | -5.7% | +14.2% | -19.9% | -28.1% |
| 1Y | +3.7% | +15.3% | -11.6% | -21.9% |
| All | +9.6% | +58.9% | -49.3% | -59.8% |
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