+338.9%
VZ vs VO
+797.8%
-458.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.1% | -2.6% | +4.7% | +3.4% |
| 30D | +1.4% | -0.9% | +2.3% | +1.7% |
| 3M | -1.3% | -3.0% | +1.8% | 0.0% |
| 6M | -0.5% | +2.2% | -2.7% | -1.9% |
| YTD | +19.6% | +10.6% | +9.1% | +13.0% |
| 1Y | +22.4% | +12.5% | +9.9% | +14.5% |
| 3Y | +55.9% | +61.4% | -5.5% | +19.7% |
| 5Y | +20.4% | +33.4% | -13.0% | +0.3% |
| 10Y | +66.9% | +201.5% | -134.7% | -15.1% |
| All | +338.9% | +797.8% | -458.9% | +10.8% |
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