+81.0%
CAPR vs VO
+15.0%
+66.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.5% | +1.3% | +25.2% | +23.3% |
| 7D | +25.8% | +0.2% | +25.6% | +25.7% |
| 30D | +50.2% | +2.0% | +48.2% | +44.4% |
| 3M | +185.5% | -0.3% | +185.8% | +191.8% |
| 6M | -64.8% | +7.3% | -72.1% | -72.9% |
| YTD | -61.1% | +15.0% | -76.1% | -82.9% |
| 1Y | +81.0% | +14.7% | +66.3% | -29.5% |
| All | +81.0% | +15.0% | +66.0% | -29.5% |
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