+99.1%
V vs O
+10.1%
+88.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | +2.2% | +3.7% | -1.5% | +0.9% |
| 30D | +13.6% | +11.2% | +2.4% | +9.3% |
| 3M | +14.3% | -4.0% | +18.3% | +15.9% |
| 6M | +33.1% | -5.2% | +38.3% | +35.5% |
| YTD | +21.2% | +9.5% | +11.8% | +16.5% |
| 1Y | +26.4% | +10.6% | +15.8% | +21.0% |
| 3Y | +77.6% | +38.1% | +39.5% | +52.1% |
| All | +99.1% | +10.1% | +88.9% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling