+35.7%
CTSH vs VO
+197.6%
-161.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.2% |
| 7D | -4.2% | +2.9% | -7.1% | -7.0% |
| 30D | +3.9% | +1.0% | +2.9% | +2.6% |
| 3M | +10.2% | -1.7% | +11.9% | +11.6% |
| 6M | +35.3% | +6.7% | +28.6% | +25.9% |
| YTD | -21.8% | +14.0% | -35.8% | -32.0% |
| 1Y | -12.1% | +13.7% | -25.8% | -23.4% |
| 3Y | +2.0% | +65.8% | -63.8% | -39.1% |
| 5Y | -15.3% | +36.6% | -51.9% | -38.6% |
| All | +35.7% | +197.6% | -161.9% | -54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling