+101.0%
CB vs VO
+42.6%
+58.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | -3.1% | -0.3% | -2.8% | -3.0% |
| 3M | +9.0% | +2.9% | +6.0% | +7.3% |
| 6M | +2.9% | +9.3% | -6.5% | -1.6% |
| YTD | +10.1% | +14.2% | -4.1% | +3.0% |
| 1Y | +22.8% | +15.3% | +7.5% | +14.2% |
| 3Y | +73.8% | +56.2% | +17.5% | +36.9% |
| All | +101.0% | +42.6% | +58.4% | +64.3% |
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