-35.2%
CIA vs VOO
+798.5%
-833.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +2.8% |
| 7D | +16.9% | +0.1% | +16.9% | +16.8% |
| 30D | +25.4% | -3.3% | +28.7% | +30.1% |
| 3M | +14.5% | -2.4% | +16.9% | +17.6% |
| 6M | -17.0% | +2.6% | -19.6% | -19.6% |
| YTD | -9.9% | +11.3% | -21.2% | -20.1% |
| 1Y | -28.5% | +13.4% | -41.9% | -37.8% |
| 3Y | +47.0% | +80.3% | -33.3% | -21.5% |
| 5Y | -33.7% | +72.7% | -106.4% | -64.3% |
| 10Y | -50.4% | +310.0% | -360.4% | -91.9% |
| All | -35.2% | +798.5% | -833.7% | -97.0% |
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