-28.7%
CG vs VO
+13.6%
-42.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -2.5% |
| 7D | -6.4% | -0.6% | -5.8% | -5.3% |
| 30D | -7.1% | -1.9% | -5.1% | -3.5% |
| 3M | -1.6% | +3.3% | -4.8% | -6.6% |
| 6M | -8.3% | +9.7% | -18.0% | -22.1% |
| YTD | -23.8% | +12.6% | -36.4% | -37.9% |
| 1Y | -28.7% | +13.6% | -42.4% | -43.0% |
| All | -28.7% | +13.6% | -42.3% | -43.0% |
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