-24.6%
WY vs VO
+66.5%
-91.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.1% |
| 7D | -5.4% | +2.9% | -8.4% | -8.0% |
| 30D | +7.9% | +1.0% | +6.9% | +6.7% |
| 3M | -16.6% | -1.7% | -14.9% | -15.4% |
| 6M | -11.2% | +6.7% | -17.9% | -16.8% |
| YTD | -11.3% | +14.0% | -25.3% | -22.3% |
| 1Y | -5.5% | +13.7% | -19.2% | -17.0% |
| All | -24.6% | +66.5% | -91.1% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling