-33.7%
CIA vs VOO
+72.0%
-105.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +3.5% |
| 7D | +16.9% | +0.1% | +16.9% | +16.8% |
| 30D | +25.4% | -3.3% | +28.7% | +28.8% |
| 3M | +14.5% | -2.4% | +16.9% | +16.8% |
| 6M | -17.0% | +2.6% | -19.6% | -18.8% |
| YTD | -9.9% | +11.3% | -21.2% | -17.4% |
| 1Y | -28.5% | +13.4% | -41.9% | -35.3% |
| 3Y | +47.0% | +80.3% | -33.3% | +1.7% |
| 5Y | -33.7% | +72.7% | -106.4% | -52.7% |
| All | -33.7% | +72.0% | -105.7% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling