-34.0%
Z vs VO
+56.6%
-90.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.8% |
| 7D | -3.0% | -0.3% | -2.7% | -2.5% |
| 30D | -4.2% | -0.3% | -3.8% | -3.6% |
| 3M | -3.7% | +2.9% | -6.6% | -8.0% |
| 6M | -24.5% | +9.3% | -33.9% | -34.3% |
| YTD | -49.3% | +14.2% | -63.5% | -58.9% |
| 1Y | -58.7% | +15.3% | -73.9% | -67.0% |
| All | -34.0% | +56.6% | -90.6% | -69.2% |
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