+34.6%
CP vs VO
+16.3%
+18.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.8% |
| 7D | +5.6% | +1.0% | +4.6% | +4.7% |
| 30D | +10.0% | +2.6% | +7.4% | +7.6% |
| 3M | +4.4% | -0.3% | +4.7% | +4.6% |
| 6M | +14.1% | +7.6% | +6.5% | +6.8% |
| YTD | +29.1% | +14.7% | +14.3% | +14.1% |
| 1Y | +34.6% | +16.4% | +18.1% | +17.0% |
| All | +34.6% | +16.3% | +18.3% | +17.0% |
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