-91.9%
UUUU vs VO
+484.6%
-576.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.7% |
| 7D | +2.8% | +0.6% | +2.2% | +2.0% |
| 30D | +3.4% | -1.1% | +4.5% | +4.9% |
| 3M | -3.9% | +4.5% | -8.4% | -8.2% |
| 6M | -23.2% | +11.1% | -34.2% | -30.7% |
| YTD | +0.6% | +13.5% | -13.0% | -11.2% |
| 1Y | +22.9% | +14.5% | +8.4% | +7.7% |
| 3Y | +98.6% | +58.1% | +40.5% | +20.1% |
| 5Y | +130.2% | +43.3% | +87.0% | +69.1% |
| 10Y | +519.5% | +193.2% | +326.3% | +134.1% |
| All | -91.9% | +484.6% | -576.6% | -97.7% |
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