-39.9%
CIA vs VOO
+806.9%
-846.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.3% | -9.3% | -9.4% |
| 7D | -2.4% | -0.9% | -1.5% | -1.7% |
| 30D | +15.1% | -2.3% | +17.5% | +18.0% |
| 3M | +8.3% | -1.2% | +9.5% | +9.6% |
| 6M | -22.6% | +3.3% | -26.0% | -25.8% |
| YTD | -16.6% | +12.3% | -28.9% | -26.8% |
| 1Y | -29.5% | +12.5% | -42.0% | -38.2% |
| 3Y | +31.7% | +79.2% | -47.5% | -29.3% |
| 5Y | -38.1% | +75.7% | -113.8% | -67.3% |
| 10Y | -57.6% | +313.7% | -371.3% | -93.2% |
| All | -39.9% | +806.9% | -846.8% | -97.3% |
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