+194.3%
CDE vs VO
+40.2%
+154.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -1.7% |
| 7D | -6.1% | -2.5% | -3.6% | -2.2% |
| 30D | +9.5% | -3.2% | +12.7% | +15.4% |
| 3M | +32.0% | +3.9% | +28.1% | +25.6% |
| 6M | -12.8% | +9.6% | -22.4% | -22.4% |
| YTD | +14.2% | +11.6% | +2.6% | +0.4% |
| 1Y | +36.3% | +12.6% | +23.7% | +18.6% |
| 3Y | +821.4% | +55.4% | +766.0% | +430.6% |
| 5Y | +194.3% | +41.8% | +152.4% | +88.1% |
| All | +194.3% | +40.2% | +154.1% | +88.1% |
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