-16.3%
CE vs VOO
+314.0%
-330.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.4% |
| 7D | +0.9% | +0.5% | +0.4% | +0.2% |
| 30D | +1.5% | -0.9% | +2.4% | +2.6% |
| 3M | -9.2% | +3.9% | -13.1% | -13.6% |
| 6M | -9.6% | +14.5% | -24.1% | -24.5% |
| YTD | +5.5% | +13.0% | -7.4% | -10.2% |
| 1Y | -4.0% | +19.4% | -23.5% | -23.6% |
| 3Y | -63.2% | +78.9% | -142.0% | -81.8% |
| 5Y | -68.2% | +82.3% | -150.5% | -84.5% |
| 10Y | -16.3% | +314.2% | -330.5% | -84.6% |
| All | -16.3% | +314.0% | -330.3% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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