+781.5%
CDE vs VO
+54.6%
+726.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -1.2% |
| 7D | -6.1% | -2.5% | -3.6% | -1.0% |
| 30D | +9.5% | -3.2% | +12.7% | +17.3% |
| 3M | +32.0% | +3.9% | +28.1% | +23.5% |
| 6M | -12.8% | +9.6% | -22.4% | -25.3% |
| YTD | +14.2% | +11.6% | +2.6% | -3.7% |
| 1Y | +36.3% | +12.6% | +23.7% | +13.3% |
| All | +781.5% | +54.6% | +726.9% | +292.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling