-58.0%
Z vs VO
+13.8%
-71.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | -0.3% |
| 7D | -5.2% | -0.1% | -5.0% | -4.4% |
| 30D | +5.7% | +0.5% | +5.2% | +5.6% |
| 3M | -8.7% | -1.0% | -7.7% | -7.1% |
| 6M | -26.0% | +6.4% | -32.4% | -31.1% |
| YTD | -55.0% | +13.6% | -68.6% | -61.5% |
| All | -58.0% | +13.8% | -71.8% | -64.1% |
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 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