+497.8%
UUUU vs VO
+197.9%
+299.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -4.9% |
| 7D | -5.0% | -2.5% | -2.5% | -1.2% |
| 30D | -7.8% | -3.2% | -4.5% | -2.7% |
| 3M | -0.4% | +3.9% | -4.4% | -5.3% |
| 6M | -32.9% | +9.6% | -42.5% | -40.1% |
| YTD | -6.3% | +11.6% | -17.8% | -18.1% |
| 1Y | +7.9% | +12.6% | -4.7% | -6.9% |
| 3Y | +85.2% | +55.4% | +29.8% | -2.3% |
| 5Y | +97.0% | +41.8% | +55.1% | +29.4% |
| All | +497.8% | +197.9% | +299.9% | +85.3% |
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