-57.8%
UUUU vs VO
+16.3%
-74.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -3.4% |
| 7D | -14.4% | +1.0% | -15.4% | -16.9% |
| 30D | -33.6% | +2.6% | -36.3% | -38.3% |
| 3M | -44.2% | -0.3% | -43.9% | -43.0% |
| 6M | -66.8% | +7.6% | -74.4% | -72.2% |
| YTD | -50.6% | +14.7% | -65.4% | -65.0% |
| 1Y | -57.8% | +16.4% | -74.2% | -70.9% |
| All | -57.8% | +16.3% | -74.1% | -70.9% |
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