-25.6%
CG vs VO
+15.8%
-41.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.3% |
| 7D | -4.3% | -0.3% | -4.1% | -3.8% |
| 30D | -5.1% | -0.3% | -4.7% | -4.4% |
| 3M | +8.7% | +2.9% | +5.7% | +3.4% |
| 6M | -9.2% | +9.3% | -18.6% | -22.1% |
| YTD | -18.9% | +14.2% | -33.1% | -35.6% |
| 1Y | -25.6% | +15.3% | -40.9% | -41.9% |
| All | -25.6% | +15.8% | -41.5% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling