+141.0%
CI vs VOO
+315.3%
-174.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | +0.5% | -1.4% | +1.8% | +1.5% |
| 3M | -5.2% | +3.7% | -8.9% | -8.2% |
| 6M | +4.3% | +13.0% | -8.7% | -6.0% |
| YTD | +2.8% | +12.4% | -9.7% | -7.1% |
| 1Y | -5.8% | +18.6% | -24.4% | -18.5% |
| 3Y | +4.7% | +78.1% | -73.3% | -38.6% |
| 5Y | +42.7% | +82.3% | -39.6% | -19.8% |
| 10Y | +141.0% | +322.5% | -181.6% | -44.9% |
| All | +141.0% | +315.3% | -174.4% | -44.9% |
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