+5,515.9%
VLO vs VO
+827.2%
+4,688.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.3% |
| 7D | +5.2% | -0.3% | +5.5% | +5.5% |
| 30D | +22.6% | -0.3% | +22.9% | +23.0% |
| 3M | +43.8% | +2.9% | +40.8% | +38.2% |
| 6M | +65.7% | +9.3% | +56.4% | +46.3% |
| YTD | +131.1% | +14.2% | +116.9% | +93.3% |
| 1Y | +143.6% | +15.3% | +128.4% | +101.0% |
| 3Y | +201.4% | +56.2% | +145.1% | +69.6% |
| 5Y | +568.9% | +42.4% | +526.5% | +304.5% |
| 10Y | +891.8% | +194.7% | +697.1% | +149.3% |
| All | +5,515.9% | +827.2% | +4,688.7% | +298.5% |
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