+420.0%
VLO vs VO
+32.6%
+387.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.2% | -1.3% |
| 7D | -13.3% | -2.6% | -10.8% | -11.8% |
| 30D | -18.3% | -0.9% | -17.4% | -17.9% |
| 3M | +14.3% | -3.0% | +17.4% | +16.6% |
| 6M | +47.6% | +2.2% | +45.4% | +44.6% |
| YTD | +116.0% | +10.6% | +105.4% | +98.4% |
| 1Y | +101.0% | +12.5% | +88.5% | +82.1% |
| 3Y | +199.0% | +61.4% | +137.6% | +110.5% |
| All | +420.0% | +32.6% | +387.3% | +324.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling