+140.4%
CI vs VO
+192.5%
-52.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.4% |
| 7D | -2.0% | +0.6% | -2.6% | -2.5% |
| 30D | -1.8% | -1.1% | -0.8% | -1.0% |
| 3M | -4.2% | +4.5% | -8.8% | -7.5% |
| 6M | +2.7% | +11.1% | -8.4% | -5.6% |
| YTD | +1.9% | +13.5% | -11.6% | -7.9% |
| 1Y | -6.3% | +14.5% | -20.7% | -15.8% |
| 3Y | +3.9% | +58.1% | -54.2% | -29.8% |
| 5Y | +41.9% | +43.3% | -1.4% | +2.2% |
| 10Y | +140.4% | +193.2% | -52.8% | -13.4% |
| All | +140.4% | +192.5% | -52.1% | -13.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling