+9.1%
XLF vs VO
+15.8%
-6.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.6% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | +0.2% | -0.3% | +0.5% | +0.4% |
| 3M | +11.7% | +2.9% | +8.8% | +9.2% |
| 6M | +13.8% | +9.3% | +4.4% | +5.7% |
| YTD | +7.0% | +14.2% | -7.2% | -4.1% |
| 1Y | +9.1% | +15.3% | -6.1% | -3.0% |
| All | +9.1% | +15.8% | -6.7% | -3.0% |
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