+884.3%
CI vs VOO
+795.4%
+88.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.8% |
| 7D | +2.6% | -0.6% | +3.2% | +3.0% |
| 30D | +7.3% | -3.6% | +11.0% | +10.4% |
| 3M | +9.5% | -2.7% | +12.2% | +11.6% |
| 6M | +6.4% | +2.2% | +4.2% | +3.5% |
| YTD | +12.0% | +10.9% | +1.1% | +1.4% |
| 1Y | +20.1% | +11.3% | +8.8% | +8.2% |
| 3Y | +9.6% | +76.9% | -67.3% | -37.1% |
| 5Y | +52.7% | +73.5% | -20.8% | -12.7% |
| 10Y | +150.3% | +307.7% | -157.4% | -39.1% |
| All | +884.3% | +795.4% | +88.9% | -1.6% |
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