-61.7%
CIA vs VOO
+315.3%
-377.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.1% |
| 7D | -7.2% | -0.4% | -6.8% | -6.9% |
| 30D | -6.0% | -1.4% | -4.6% | -4.8% |
| 3M | -33.4% | +3.7% | -37.1% | -35.8% |
| 6M | -28.9% | +13.0% | -42.0% | -36.6% |
| YTD | -25.3% | +12.4% | -37.7% | -32.9% |
| 1Y | -31.0% | +18.6% | -49.6% | -40.9% |
| 3Y | +18.7% | +78.1% | -59.3% | -27.5% |
| 5Y | -37.4% | +82.3% | -119.7% | -63.4% |
| 10Y | -61.7% | +322.5% | -384.2% | -94.1% |
| All | -61.7% | +315.3% | -377.0% | -94.1% |
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