+90.3%
VTR vs VO
+40.2%
+50.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.8% |
| 7D | -1.8% | -2.5% | +0.7% | -0.3% |
| 30D | +4.0% | -3.2% | +7.2% | +6.2% |
| 3M | +7.8% | +3.9% | +3.9% | +5.0% |
| 6M | +6.4% | +9.6% | -3.3% | -0.3% |
| YTD | +18.3% | +11.6% | +6.7% | +9.3% |
| 1Y | +33.9% | +12.6% | +21.3% | +22.7% |
| 3Y | +134.3% | +55.4% | +78.9% | +66.1% |
| 5Y | +90.3% | +41.8% | +48.4% | +41.2% |
| All | +90.3% | +40.2% | +50.1% | +41.2% |
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