+120.6%
VLO vs VO
+16.3%
+104.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.6% | -5.6% |
| 7D | -6.0% | +1.0% | -6.9% | -5.8% |
| 30D | -12.9% | +2.6% | -15.5% | -12.6% |
| 3M | +18.3% | -0.3% | +18.6% | +18.3% |
| 6M | +46.4% | +7.6% | +38.9% | +47.8% |
| YTD | +127.7% | +14.7% | +113.0% | +125.8% |
| 1Y | +120.6% | +16.4% | +104.2% | +116.9% |
| All | +120.6% | +16.3% | +104.3% | +116.9% |
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