+863.3%
CAH vs VO
+825.5%
+37.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | +3.9% | +2.9% | +0.9% | +1.8% |
| 30D | +16.0% | +1.0% | +15.0% | +15.1% |
| 3M | +19.1% | -1.7% | +20.8% | +20.2% |
| 6M | +53.0% | +6.7% | +46.3% | +46.1% |
| YTD | +36.6% | +14.0% | +22.6% | +24.4% |
| 1Y | +37.4% | +13.7% | +23.7% | +25.2% |
| 3Y | +178.8% | +65.8% | +113.0% | +93.5% |
| 5Y | +498.6% | +36.6% | +462.0% | +364.8% |
| 10Y | +413.1% | +198.9% | +214.2% | +130.3% |
| All | +863.3% | +825.5% | +37.8% | +85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling