+601.6%
VLO vs VO
+43.2%
+558.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.8% | +3.7% |
| 7D | +5.8% | +0.6% | +5.1% | +5.3% |
| 30D | +28.3% | -1.1% | +29.4% | +29.3% |
| 3M | +48.7% | +4.5% | +44.2% | +43.8% |
| 6M | +71.9% | +11.1% | +60.8% | +57.9% |
| YTD | +138.7% | +13.5% | +125.1% | +115.5% |
| 1Y | +148.5% | +14.5% | +134.0% | +122.7% |
| 3Y | +192.7% | +58.1% | +134.6% | +108.3% |
| 5Y | +601.6% | +43.3% | +558.3% | +438.7% |
| All | +601.6% | +43.2% | +558.4% | +438.7% |
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