-59.1%
Z vs VO
+11.7%
-70.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.2% |
| 7D | -4.6% | -2.6% | -2.0% | -0.2% |
| 30D | +8.3% | -0.9% | +9.3% | +10.9% |
| 3M | -11.6% | -3.0% | -8.6% | -7.0% |
| 6M | -33.6% | +2.2% | -35.8% | -34.4% |
| YTD | -56.7% | +10.6% | -67.3% | -61.4% |
| 1Y | -59.1% | +12.5% | -71.6% | -64.7% |
| All | -59.1% | +11.7% | -70.8% | -64.7% |
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 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