+30.7%
WOLF vs VO
+12.8%
+17.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +3.9% |
| 7D | +9.8% | +0.6% | +9.1% | +7.1% |
| 30D | -12.1% | -1.1% | -11.1% | -8.5% |
| 3M | -47.9% | +4.5% | -52.4% | -54.4% |
| 6M | +74.3% | +11.1% | +63.2% | +32.6% |
| YTD | +65.9% | +13.5% | +52.3% | +24.0% |
| All | +30.7% | +12.8% | +17.9% | +1.6% |
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