+25.9%
CEV vs VOO
+77.4%
-51.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.9% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | -3.3% | -1.1% | -2.2% | -3.2% |
| 3M | +0.1% | +3.9% | -3.8% | -0.5% |
| 6M | +0.1% | +13.6% | -13.6% | -2.0% |
| YTD | +6.1% | +12.7% | -6.6% | +4.0% |
| 1Y | +9.3% | +17.6% | -8.3% | +6.4% |
| 3Y | +25.9% | +77.3% | -51.4% | +9.8% |
| All | +25.9% | +77.4% | -51.5% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling