+29.2%
CB vs VO
+13.8%
+15.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.7% | -0.2% | +0.9% | +0.7% |
| 30D | +8.2% | +0.5% | +7.7% | +8.3% |
| 3M | +6.3% | -1.1% | +7.4% | +6.0% |
| 6M | +16.2% | +6.4% | +9.8% | +16.5% |
| YTD | +19.3% | +13.5% | +5.8% | +19.4% |
| 1Y | +29.2% | +13.6% | +15.6% | +29.5% |
| All | +29.2% | +13.8% | +15.5% | +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