-39.0%
U vs VO
+103.2%
-142.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.5% |
| 7D | -3.8% | -0.3% | -3.5% | -3.1% |
| 30D | +17.5% | -0.3% | +17.8% | +18.3% |
| 3M | +38.7% | +2.9% | +35.8% | +29.9% |
| 6M | +104.4% | +9.3% | +95.1% | +65.2% |
| YTD | -5.7% | +14.2% | -19.9% | -30.7% |
| 1Y | +3.7% | +15.3% | -11.6% | -24.9% |
| 3Y | +12.3% | +56.2% | -43.9% | -59.1% |
| 5Y | -68.8% | +42.4% | -111.3% | -83.9% |
| All | -39.0% | +103.2% | -142.3% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling