+5,304.3%
VLO vs VO
+822.3%
+4,482.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | -0.3% |
| 7D | -6.5% | -0.1% | -6.3% | -6.4% |
| 30D | -17.8% | +0.5% | -18.3% | -18.5% |
| 3M | +19.6% | -1.0% | +20.6% | +20.6% |
| 6M | +49.3% | +6.4% | +42.8% | +37.1% |
| YTD | +122.4% | +13.6% | +108.8% | +86.4% |
| 1Y | +107.4% | +14.5% | +93.0% | +72.1% |
| 3Y | +223.1% | +67.2% | +155.8% | +67.0% |
| 5Y | +432.2% | +36.1% | +396.1% | +240.2% |
| 10Y | +743.6% | +199.3% | +544.3% | +107.0% |
| All | +5,304.3% | +822.3% | +4,482.0% | +284.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling