-19.8%
WY vs VO
+42.2%
-62.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.4% |
| 7D | -1.7% | -0.6% | -1.1% | -1.1% |
| 30D | -9.9% | -1.9% | -7.9% | -8.2% |
| 3M | -7.5% | +3.3% | -10.8% | -10.4% |
| 6M | -5.1% | +9.7% | -14.8% | -13.4% |
| YTD | -2.1% | +12.6% | -14.7% | -13.1% |
| 1Y | -7.3% | +13.6% | -21.0% | -18.5% |
| 3Y | -22.6% | +56.8% | -79.5% | -50.6% |
| 5Y | -19.8% | +42.3% | -62.1% | -43.8% |
| All | -19.8% | +42.2% | -62.0% | -43.8% |
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 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