+69.4%
CVE vs VO
+12.3%
+57.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.7% | -2.9% |
| 7D | -14.1% | -3.3% | -10.7% | -14.1% |
| 30D | -11.6% | -1.8% | -9.8% | -11.6% |
| 3M | 0.0% | -3.4% | +3.4% | 0.0% |
| 6M | -8.4% | +3.0% | -11.4% | -8.8% |
| YTD | +65.9% | +10.7% | +55.2% | +62.8% |
| 1Y | +69.4% | +11.8% | +57.6% | +65.2% |
| All | +69.4% | +12.3% | +57.1% | +65.2% |
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