+812.3%
CI vs VOO
+817.1%
-4.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +4.4% | +0.1% | +4.4% | +4.4% |
| 3M | +0.7% | +2.0% | -1.4% | -1.5% |
| 6M | +0.3% | +13.0% | -12.7% | -10.2% |
| YTD | +3.8% | +13.6% | -9.8% | -7.6% |
| 1Y | -5.5% | +20.1% | -25.6% | -19.9% |
| 3Y | +8.1% | +77.6% | -69.5% | -37.9% |
| 5Y | +42.8% | +82.4% | -39.6% | -21.9% |
| 10Y | +143.9% | +316.8% | -173.0% | -41.5% |
| All | +812.3% | +817.1% | -4.8% | -10.3% |
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