+3,310.4%
V vs VO
+509.2%
+2,801.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | +2.2% | -2.6% | +4.7% | +4.6% |
| 30D | +13.6% | -0.9% | +14.5% | +14.6% |
| 3M | +14.3% | -3.0% | +17.3% | +17.3% |
| 6M | +33.1% | +2.2% | +30.9% | +30.2% |
| YTD | +21.2% | +10.6% | +10.7% | +10.3% |
| 1Y | +26.4% | +12.5% | +13.9% | +13.2% |
| 3Y | +77.6% | +61.4% | +16.2% | +14.5% |
| 5Y | +102.6% | +33.4% | +69.2% | +53.5% |
| 10Y | +464.4% | +201.5% | +262.9% | +110.3% |
| All | +3,310.4% | +509.2% | +2,801.1% | +689.5% |
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 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