+519.3%
CII vs VOO
+777.9%
-258.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.9% |
| 7D | -1.8% | -2.7% | +0.9% | +0.5% |
| 30D | -3.8% | -5.4% | +1.6% | +0.9% |
| 3M | -4.6% | -4.1% | -0.5% | -1.2% |
| 6M | -2.7% | +0.7% | -3.5% | -3.3% |
| YTD | +4.8% | +8.7% | -3.9% | -2.3% |
| 1Y | +12.9% | +11.0% | +1.9% | +3.4% |
| 3Y | +73.1% | +75.5% | -2.4% | +7.2% |
| 5Y | +72.9% | +68.4% | +4.5% | +10.3% |
| 10Y | +307.2% | +315.7% | -8.5% | +23.0% |
| All | +519.3% | +777.9% | -258.5% | +8.4% |
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