+176.7%
CAH vs VO
+66.5%
+110.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | +3.9% | +2.9% | +0.9% | +3.0% |
| 30D | +16.0% | +1.0% | +15.0% | +15.6% |
| 3M | +19.1% | -1.7% | +20.8% | +19.6% |
| 6M | +53.0% | +6.7% | +46.3% | +49.8% |
| YTD | +36.6% | +14.0% | +22.6% | +30.7% |
| 1Y | +37.4% | +13.7% | +23.7% | +31.6% |
| All | +176.7% | +66.5% | +110.1% | +166.2% |
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