+788.5%
XLK vs VO
+200.3%
+588.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.5% |
| 7D | +0.2% | -1.5% | +1.7% | +1.9% |
| 30D | -0.6% | -3.0% | +2.4% | +2.8% |
| 3M | +2.6% | +2.8% | -0.3% | -0.3% |
| 6M | +34.0% | +10.9% | +23.0% | +20.3% |
| YTD | +30.7% | +12.5% | +18.2% | +15.6% |
| 1Y | +39.2% | +12.0% | +27.2% | +23.8% |
| 3Y | +120.4% | +56.3% | +64.1% | +38.1% |
| 5Y | +148.8% | +42.9% | +105.9% | +72.6% |
| All | +788.5% | +200.3% | +588.2% | +208.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling