+37.3%
CEV vs VOO
+314.4%
-277.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | +2.2% | -0.9% | +3.1% | +2.4% |
| 30D | +4.3% | -2.3% | +6.7% | +4.9% |
| 3M | +3.7% | -1.2% | +4.9% | +4.0% |
| 6M | +7.3% | +3.3% | +3.9% | +6.3% |
| YTD | +13.3% | +12.3% | +1.0% | +10.0% |
| 1Y | +9.7% | +12.5% | -2.8% | +6.4% |
| 3Y | +36.2% | +79.2% | -43.0% | +17.0% |
| 5Y | -1.5% | +75.7% | -77.2% | -15.4% |
| 10Y | +37.3% | +313.7% | -276.4% | -7.9% |
| All | +37.3% | +314.4% | -277.1% | -7.9% |
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