-6.3%
CI vs VO
+14.5%
-20.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.6% |
| 7D | -2.0% | +0.6% | -2.6% | -2.3% |
| 30D | -1.8% | -1.1% | -0.8% | -1.3% |
| 3M | -4.2% | +4.5% | -8.8% | -6.4% |
| 6M | +2.7% | +11.1% | -8.4% | -4.0% |
| YTD | +1.9% | +13.5% | -11.6% | -6.6% |
| 1Y | -6.3% | +14.5% | -20.7% | -15.4% |
| All | -6.3% | +14.5% | -20.7% | -15.4% |
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 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