+51.8%
VG vs VO
+16.3%
+35.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.9% | -8.5% | -6.7% |
| 7D | -16.4% | +1.0% | -17.4% | -15.4% |
| 30D | -10.8% | +2.6% | -13.4% | -8.1% |
| 3M | -6.3% | -0.3% | -6.0% | -6.4% |
| 6M | -12.5% | +7.6% | -20.1% | -5.2% |
| YTD | +76.9% | +14.7% | +62.2% | +93.0% |
| 1Y | +51.8% | +16.4% | +35.4% | +61.2% |
| All | +51.8% | +16.3% | +35.5% | +61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling