+6.5%
CEF vs VOO
+14.7%
-8.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +1.7% |
| 7D | -1.0% | -0.7% | -0.3% | +0.1% |
| 30D | -6.4% | -1.1% | -5.3% | -4.8% |
| 3M | -4.7% | -0.3% | -4.3% | -4.0% |
| 6M | -16.9% | +7.4% | -24.2% | -23.9% |
| YTD | -15.1% | +13.4% | -28.5% | -27.1% |
| 1Y | +6.5% | +14.8% | -8.3% | -9.1% |
| All | +6.5% | +14.7% | -8.2% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling