+48.5%
VEU vs VO
+36.2%
+12.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.1% | +3.1% | -1.0% | -0.2% |
| 30D | -0.9% | +2.2% | -3.1% | -2.5% |
| 3M | -5.4% | -2.5% | -2.9% | -3.6% |
| 6M | -1.8% | +7.0% | -8.7% | -6.4% |
| YTD | +10.9% | +14.0% | -3.1% | +1.1% |
| 1Y | +13.6% | +15.6% | -2.1% | +2.4% |
| 3Y | +69.3% | +66.2% | +3.1% | +17.3% |
| All | +48.5% | +36.2% | +12.2% | +14.9% |
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