+289.9%
CAH vs VO
+197.9%
+91.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.7% | -1.1% |
| 7D | -5.1% | -2.5% | -2.6% | -3.5% |
| 30D | -1.8% | -3.2% | +1.5% | +0.4% |
| 3M | +9.4% | +3.9% | +5.4% | +6.5% |
| 6M | +9.2% | +9.6% | -0.4% | +2.4% |
| YTD | +15.7% | +11.6% | +4.1% | +6.9% |
| 1Y | +59.7% | +12.6% | +47.1% | +46.4% |
| 3Y | +178.5% | +55.4% | +123.1% | +99.6% |
| 5Y | +398.3% | +41.8% | +356.4% | +275.3% |
| All | +289.9% | +197.9% | +91.9% | +53.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling