+731.2%
VLO vs VO
+197.5%
+533.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | 0.0% |
| 7D | -6.5% | -0.1% | -6.3% | -6.4% |
| 30D | -17.8% | +0.5% | -18.3% | -18.4% |
| 3M | +19.6% | -1.0% | +20.6% | +20.5% |
| 6M | +49.3% | +6.4% | +42.8% | +38.3% |
| YTD | +122.4% | +13.6% | +108.8% | +89.7% |
| 1Y | +107.4% | +14.5% | +93.0% | +75.3% |
| 3Y | +223.1% | +67.2% | +155.8% | +76.4% |
| 5Y | +432.2% | +36.1% | +396.1% | +262.1% |
| All | +731.2% | +197.5% | +533.7% | +105.2% |
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 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