+376.8%
V vs O
+50.0%
+326.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -1.1% | -0.6% | -0.5% | -0.8% |
| 30D | +1.9% | -2.0% | +3.8% | +2.7% |
| 3M | +15.5% | +3.0% | +12.5% | +14.0% |
| 6M | +16.6% | -3.6% | +20.3% | +18.2% |
| YTD | +5.7% | +12.1% | -6.3% | +0.1% |
| 1Y | +8.6% | +8.9% | -0.3% | +3.9% |
| 3Y | +52.5% | +30.3% | +22.2% | +32.8% |
| 5Y | +67.1% | +13.7% | +53.4% | +53.8% |
| 10Y | +376.8% | +50.3% | +326.5% | +291.3% |
| All | +376.8% | +50.0% | +326.8% | +291.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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