+1,247.7%
CB vs VO
+825.5%
+422.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.1% |
| 7D | 0.0% | +2.9% | -2.9% | -2.3% |
| 30D | +7.4% | +1.0% | +6.4% | +6.4% |
| 3M | +8.6% | -1.7% | +10.3% | +9.8% |
| 6M | +16.1% | +6.7% | +9.5% | +9.5% |
| YTD | +20.2% | +14.0% | +6.2% | +6.9% |
| 1Y | +27.2% | +13.7% | +13.5% | +13.2% |
| 3Y | +72.7% | +65.8% | +6.8% | +10.3% |
| 5Y | +105.9% | +36.6% | +69.3% | +51.0% |
| 10Y | +248.1% | +198.9% | +49.1% | +28.9% |
| All | +1,247.7% | +825.5% | +422.2% | +80.0% |
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 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