+32.0%
CTVA vs VO
+16.3%
+15.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.8% |
| 7D | +8.2% | +1.0% | +7.2% | +7.7% |
| 30D | -1.0% | +2.6% | -3.7% | -2.3% |
| 3M | +4.6% | -0.3% | +4.8% | +4.4% |
| 6M | +0.5% | +7.6% | -7.1% | -3.7% |
| YTD | +22.7% | +14.7% | +8.0% | +13.7% |
| 1Y | +32.0% | +16.4% | +15.5% | +20.5% |
| All | +32.0% | +16.3% | +15.7% | +20.5% |
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