-31.0%
CIA vs VOO
+18.9%
-49.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.1% |
| 7D | -7.2% | -0.4% | -6.8% | -6.8% |
| 30D | -6.0% | -1.4% | -4.6% | -4.7% |
| 3M | -33.4% | +3.7% | -37.1% | -36.2% |
| 6M | -28.9% | +13.0% | -42.0% | -39.4% |
| YTD | -25.3% | +12.4% | -37.7% | -35.9% |
| 1Y | -31.0% | +18.6% | -49.6% | -42.2% |
| All | -31.0% | +18.9% | -49.8% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling