+108.3%
V vs VO
+36.2%
+72.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +3.1% | -2.2% | -1.5% |
| 30D | +9.0% | +2.2% | +6.8% | +7.1% |
| 3M | +16.7% | -2.5% | +19.2% | +18.9% |
| 6M | +33.4% | +7.0% | +26.5% | +26.3% |
| YTD | +22.4% | +14.0% | +8.4% | +9.8% |
| 1Y | +27.7% | +15.6% | +12.0% | +13.2% |
| 3Y | +78.0% | +66.2% | +11.8% | +16.9% |
| All | +108.3% | +36.2% | +72.1% | +63.5% |
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