+23.4%
CION vs VOO
+89.6%
-66.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | -1.8% | -1.4% | -0.4% | -0.7% |
| 3M | +8.3% | +3.7% | +4.6% | +5.2% |
| 6M | +1.5% | +13.0% | -11.6% | -7.7% |
| YTD | -16.4% | +12.4% | -28.9% | -23.7% |
| 1Y | -16.3% | +18.6% | -34.9% | -26.9% |
| 3Y | +5.1% | +78.1% | -72.9% | -34.7% |
| All | +23.4% | +89.6% | -66.1% | -24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling