+92.9%
VTR vs VO
+36.2%
+56.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.2% | +3.1% | -2.9% | -1.7% |
| 30D | +5.5% | +2.2% | +3.3% | +3.9% |
| 3M | -0.9% | -2.5% | +1.6% | +0.5% |
| 6M | -0.4% | +7.0% | -7.4% | -5.1% |
| YTD | +17.0% | +14.0% | +3.0% | +6.4% |
| 1Y | +18.0% | +15.6% | +2.3% | +6.0% |
| 3Y | +127.4% | +66.2% | +61.2% | +52.0% |
| All | +92.9% | +36.2% | +56.7% | +51.0% |
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