+143.6%
VLO vs VO
+15.8%
+127.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +5.2% | -0.3% | +5.5% | +5.2% |
| 30D | +22.6% | -0.3% | +22.9% | +22.6% |
| 3M | +43.8% | +2.9% | +40.8% | +43.9% |
| 6M | +65.7% | +9.3% | +56.4% | +68.0% |
| YTD | +131.1% | +14.2% | +116.9% | +125.7% |
| 1Y | +143.6% | +15.3% | +128.4% | +140.9% |
| All | +143.6% | +15.8% | +127.8% | +140.9% |
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 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