+215.2%
CEF vs VOO
+314.0%
-98.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | +1.3% | +0.5% | +0.7% | +1.2% |
| 30D | +2.1% | -0.9% | +3.0% | +2.3% |
| 3M | +0.9% | +3.9% | -3.0% | +0.2% |
| 6M | -16.2% | +14.5% | -30.8% | -18.3% |
| YTD | -2.8% | +13.0% | -15.8% | -4.9% |
| 1Y | +31.6% | +19.4% | +12.2% | +27.6% |
| 3Y | +148.2% | +78.9% | +69.3% | +125.5% |
| 5Y | +150.1% | +82.3% | +67.9% | +124.8% |
| 10Y | +215.2% | +314.2% | -99.0% | +168.0% |
| All | +215.2% | +314.0% | -98.8% | +168.0% |
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