+10.4%
CION vs VOO
+87.6%
-77.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.2% | -1.7% |
| 7D | -10.3% | +0.1% | -10.3% | -10.2% |
| 30D | -7.9% | -3.3% | -4.6% | -5.4% |
| 3M | -12.5% | -2.4% | -10.1% | -10.8% |
| 6M | -5.8% | +2.6% | -8.4% | -7.7% |
| YTD | -25.3% | +11.3% | -36.6% | -31.2% |
| 1Y | -22.1% | +13.4% | -35.6% | -29.4% |
| 3Y | -6.5% | +80.3% | -86.7% | -42.5% |
| 5Y | +4.3% | +72.7% | -68.4% | -37.8% |
| All | +10.4% | +87.6% | -77.3% | -31.8% |
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