+205.0%
CEF vs VOO
+309.6%
-104.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -5.0% | +2.6% | -7.5% | -5.5% |
| 30D | -7.0% | -2.0% | -5.0% | -6.6% |
| 3M | -16.7% | -2.8% | -13.9% | -16.1% |
| 6M | -29.1% | +2.2% | -31.2% | -29.3% |
| YTD | -19.6% | +11.5% | -31.1% | -21.1% |
| 1Y | -7.9% | +13.5% | -21.4% | -9.9% |
| 3Y | +104.3% | +78.1% | +26.2% | +86.2% |
| 5Y | +96.4% | +73.1% | +23.2% | +78.1% |
| All | +205.0% | +309.6% | -104.6% | +170.8% |
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