+47.2%
CAPR vs VO
+16.3%
+30.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.9% | +7.4% | +6.2% |
| 7D | +43.2% | +1.0% | +42.2% | +40.4% |
| 30D | +14.7% | +2.6% | +12.0% | +8.2% |
| 3M | +113.9% | -0.3% | +114.2% | +117.2% |
| 6M | -73.4% | +7.6% | -81.0% | -79.5% |
| YTD | -69.1% | +14.7% | -83.8% | -85.1% |
| 1Y | +47.2% | +16.4% | +30.8% | -50.0% |
| All | +47.2% | +16.3% | +30.9% | -50.0% |
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