+566.1%
XYZ vs VO
+197.6%
+368.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -2.4% |
| 7D | -2.1% | +2.9% | -5.1% | -7.4% |
| 30D | +7.0% | +1.0% | +6.0% | +5.2% |
| 3M | +5.1% | -1.7% | +6.8% | +9.1% |
| 6M | +14.1% | +6.7% | +7.4% | +1.4% |
| YTD | +26.4% | +14.0% | +12.4% | -0.3% |
| 1Y | +25.1% | +13.7% | +11.4% | -0.9% |
| 3Y | +59.7% | +65.8% | -6.1% | -35.7% |
| 5Y | -63.8% | +36.6% | -100.4% | -75.8% |
| All | +566.1% | +197.6% | +368.5% | +42.9% |
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