+568.0%
CF vs VO
+196.6%
+371.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -3.2% | -2.6% | -0.6% | -1.3% |
| 30D | +4.3% | -0.9% | +5.3% | +4.6% |
| 3M | +2.8% | -3.0% | +5.8% | +4.8% |
| 6M | +0.6% | +2.2% | -1.6% | -2.7% |
| YTD | +56.6% | +10.6% | +46.1% | +38.7% |
| 1Y | +49.6% | +12.5% | +37.1% | +30.1% |
| 3Y | +61.5% | +61.4% | +0.1% | -5.0% |
| 5Y | +124.0% | +33.4% | +90.5% | +58.0% |
| All | +568.0% | +196.6% | +371.4% | +71.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling