+35.0%
CAH vs VO
+16.3%
+18.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | +7.0% | +1.0% | +6.0% | +6.8% |
| 30D | +12.4% | +2.6% | +9.7% | +11.7% |
| 3M | +12.2% | -0.3% | +12.4% | +12.0% |
| 6M | +33.2% | +7.6% | +25.6% | +31.3% |
| YTD | +28.4% | +14.7% | +13.6% | +24.9% |
| 1Y | +35.0% | +16.4% | +18.6% | +31.1% |
| All | +35.0% | +16.3% | +18.8% | +31.1% |
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