-62.0%
CDE vs VO
+821.9%
-884.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.0% |
| 7D | +2.3% | +0.6% | +1.6% | +1.5% |
| 30D | +18.8% | -1.1% | +19.9% | +20.6% |
| 3M | +23.5% | +4.5% | +18.9% | +17.5% |
| 6M | -8.6% | +11.1% | -19.7% | -18.7% |
| YTD | +16.0% | +13.5% | +2.5% | +1.5% |
| 1Y | +42.1% | +14.5% | +27.6% | +23.4% |
| 3Y | +835.9% | +58.1% | +777.8% | +458.9% |
| 5Y | +197.6% | +43.3% | +154.3% | +103.3% |
| 10Y | +39.6% | +193.2% | -153.6% | -62.2% |
| All | -62.0% | +821.9% | -884.0% | -98.1% |
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 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