+66.2%
XYZ vs VO
+66.9%
-0.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | +12.6% | -0.2% | +12.8% | +13.1% |
| 30D | +10.8% | +0.5% | +10.3% | +10.0% |
| 3M | +8.4% | -1.1% | +9.5% | +11.1% |
| 6M | +14.3% | +6.4% | +8.0% | +2.3% |
| YTD | +31.5% | +13.5% | +17.9% | +4.5% |
| 1Y | +28.1% | +13.6% | +14.5% | +1.8% |
| 3Y | +66.2% | +65.2% | +1.0% | -25.7% |
| All | +66.2% | +66.9% | -0.7% | -25.7% |
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