+790.3%
VLO vs VO
+197.6%
+592.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | +3.1% | +6.5% | +6.1% |
| 30D | -17.4% | +2.2% | -19.6% | -19.5% |
| 3M | +10.8% | -2.5% | +13.3% | +13.4% |
| 6M | +56.9% | +7.0% | +50.0% | +44.6% |
| YTD | +136.8% | +14.0% | +122.8% | +101.2% |
| 1Y | +120.7% | +15.6% | +105.0% | +84.4% |
| 3Y | +231.9% | +66.2% | +165.7% | +82.5% |
| 5Y | +479.0% | +36.6% | +442.4% | +292.1% |
| All | +790.3% | +197.6% | +592.7% | +123.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling