+147.8%
CEF vs VOO
+777.9%
-630.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +5.2% | -2.7% | +7.9% | +5.7% |
| 30D | -5.1% | -5.4% | +0.3% | -4.0% |
| 3M | -8.5% | -4.1% | -4.4% | -7.7% |
| 6M | -21.2% | +0.7% | -21.9% | -21.1% |
| YTD | -15.4% | +8.7% | -24.1% | -16.4% |
| 1Y | +4.1% | +11.0% | -6.8% | +2.6% |
| 3Y | +108.8% | +75.5% | +33.4% | +91.4% |
| 5Y | +114.7% | +68.4% | +46.4% | +96.5% |
| 10Y | +177.7% | +315.7% | -138.0% | +124.0% |
| All | +147.8% | +777.9% | -630.1% | +55.1% |
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 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