-24.0%
CG vs VO
+14.1%
-38.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.2% | +3.1% | -2.9% | -5.3% |
| 30D | +11.2% | +2.2% | +9.0% | +7.1% |
| 3M | -22.1% | -2.5% | -19.6% | -18.1% |
| 6M | -17.9% | +7.0% | -24.9% | -27.0% |
| YTD | -31.3% | +14.0% | -45.3% | -45.1% |
| 1Y | -24.0% | +15.6% | -39.6% | -40.6% |
| All | -24.0% | +14.1% | -38.1% | -40.6% |
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