+21.2%
VZ vs VO
+36.5%
-15.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +2.4% | -0.2% | +2.5% | +2.4% |
| 30D | +11.2% | +0.5% | +10.7% | +11.0% |
| 3M | 0.0% | -1.1% | +1.1% | +0.2% |
| 6M | +1.3% | +6.4% | -5.1% | -0.5% |
| YTD | +21.3% | +13.5% | +7.7% | +16.9% |
| 1Y | +23.9% | +13.6% | +10.4% | +19.4% |
| 3Y | +57.7% | +65.2% | -7.5% | +33.8% |
| 5Y | +21.2% | +37.7% | -16.5% | +3.9% |
| All | +21.2% | +36.5% | -15.3% | +3.9% |
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