+189.5%
CEF vs VOO
+817.1%
-627.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +6.6% | +0.1% | +6.5% | +6.6% |
| 3M | -3.4% | +2.0% | -5.4% | -3.7% |
| 6M | -14.4% | +13.0% | -27.4% | -16.1% |
| YTD | -1.2% | +13.6% | -14.7% | -3.2% |
| 1Y | +36.9% | +20.1% | +16.8% | +32.8% |
| 3Y | +145.9% | +77.6% | +68.3% | +124.3% |
| 5Y | +148.3% | +82.4% | +65.9% | +124.1% |
| 10Y | +224.8% | +316.8% | -92.1% | +161.3% |
| All | +189.5% | +817.1% | -627.6% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling