+97.0%
UUUU vs VO
+40.2%
+56.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -4.7% |
| 7D | -5.0% | -2.5% | -2.5% | -0.6% |
| 30D | -7.8% | -3.2% | -4.5% | -1.9% |
| 3M | -0.4% | +3.9% | -4.4% | -6.0% |
| 6M | -32.9% | +9.6% | -42.5% | -41.1% |
| YTD | -6.3% | +11.6% | -17.8% | -19.7% |
| 1Y | +7.9% | +12.6% | -4.7% | -9.0% |
| 3Y | +85.2% | +55.4% | +29.8% | -13.2% |
| 5Y | +97.0% | +41.8% | +55.1% | +24.0% |
| All | +97.0% | +40.2% | +56.8% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling