+181.9%
CEFS vs VOO
+269.7%
-87.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | +0.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -3.4% | -3.3% | -0.1% | -1.6% |
| 3M | -4.4% | -2.4% | -2.0% | -3.1% |
| 6M | -1.6% | +2.6% | -4.2% | -2.9% |
| YTD | +9.0% | +11.3% | -2.3% | +2.9% |
| 1Y | +13.2% | +13.4% | -0.2% | +5.9% |
| 3Y | +74.6% | +80.3% | -5.7% | +27.2% |
| 5Y | +72.8% | +72.7% | +0.1% | +27.3% |
| All | +181.9% | +269.7% | -87.8% | +33.6% |
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