-41.1%
CIA vs VOO
+817.1%
-858.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -15.1% | +0.1% | -15.1% | -15.2% |
| 3M | -22.9% | +2.0% | -24.9% | -25.0% |
| 6M | -27.7% | +13.0% | -40.7% | -37.0% |
| YTD | -18.2% | +13.6% | -31.8% | -29.1% |
| 1Y | -24.5% | +20.1% | -44.6% | -38.3% |
| 3Y | +30.8% | +77.6% | -46.8% | -29.1% |
| 5Y | -34.1% | +82.4% | -116.5% | -66.8% |
| 10Y | -60.2% | +316.8% | -377.1% | -93.6% |
| All | -41.1% | +817.1% | -858.2% | -97.4% |
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