+24.3%
W vs VO
+16.3%
+8.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.9% | +10.1% | +8.7% |
| 7D | +8.4% | +1.0% | +7.4% | +5.9% |
| 30D | +16.5% | +2.6% | +13.9% | +9.0% |
| 3M | +6.4% | -0.3% | +6.7% | +7.8% |
| 6M | +90.5% | +7.6% | +82.9% | +62.8% |
| YTD | +23.1% | +14.7% | +8.3% | -8.7% |
| 1Y | +24.3% | +16.4% | +7.8% | -10.9% |
| All | +24.3% | +16.3% | +8.0% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling