+74.1%
CEV vs VOO
+817.1%
-743.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +2.3% | +2.0% | +0.3% | +1.9% |
| 6M | +0.4% | +13.0% | -12.6% | -1.9% |
| YTD | +7.2% | +13.6% | -6.4% | +4.7% |
| 1Y | +15.6% | +20.1% | -4.5% | +11.6% |
| 3Y | +25.9% | +77.6% | -51.7% | +12.6% |
| 5Y | -4.5% | +82.4% | -86.9% | -15.4% |
| 10Y | +13.6% | +316.8% | -303.2% | -12.1% |
| All | +74.1% | +817.1% | -743.0% | +33.7% |
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