+28.3%
WOLF vs VO
+13.4%
+14.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +6.4% |
| 7D | +9.7% | -0.3% | +9.9% | +10.6% |
| 30D | +12.5% | -0.3% | +12.9% | +14.5% |
| 3M | -57.7% | +2.9% | -60.7% | -60.6% |
| 6M | +37.7% | +9.3% | +28.3% | +8.3% |
| YTD | +62.8% | +14.2% | +48.6% | +19.3% |
| All | +28.3% | +13.4% | +14.8% | -2.2% |
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 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