+172.9%
CIK vs VOO
+807.8%
-635.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.2% |
| 7D | -0.4% | -0.4% | -0.1% | -0.3% |
| 30D | -0.4% | -1.4% | +1.0% | +0.2% |
| 3M | 0.0% | +3.7% | -3.7% | -1.8% |
| 6M | -2.4% | +13.0% | -15.4% | -7.8% |
| YTD | -8.8% | +12.4% | -21.3% | -13.7% |
| 1Y | -10.9% | +18.6% | -29.5% | -17.8% |
| 3Y | +17.4% | +78.1% | -60.6% | -10.7% |
| 5Y | +10.1% | +82.3% | -72.1% | -18.1% |
| 10Y | +91.8% | +322.5% | -230.7% | -1.7% |
| All | +172.9% | +807.8% | -635.0% | +6.1% |
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