+406.7%
CAH vs VO
+41.5%
+365.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.1% |
| 7D | -2.2% | -0.6% | -1.6% | -2.0% |
| 30D | +1.2% | -1.9% | +3.1% | +2.0% |
| 3M | +13.1% | +3.3% | +9.8% | +11.6% |
| 6M | +8.5% | +9.7% | -1.2% | +4.3% |
| YTD | +17.6% | +12.6% | +5.0% | +11.8% |
| 1Y | +60.7% | +13.6% | +47.0% | +52.0% |
| 3Y | +183.2% | +56.8% | +126.4% | +131.2% |
| All | +406.7% | +41.5% | +365.2% | +326.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling