+145.9%
CIVB vs VOO
+309.6%
-163.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +0.9% | +2.6% | -1.7% | -1.5% |
| 30D | +8.8% | -2.0% | +10.8% | +10.7% |
| 3M | +0.6% | -2.8% | +3.4% | +3.0% |
| 6M | +18.5% | +2.2% | +16.4% | +15.0% |
| YTD | +32.3% | +11.5% | +20.8% | +17.6% |
| 1Y | +34.2% | +13.5% | +20.7% | +17.1% |
| 3Y | +117.5% | +78.1% | +39.4% | +18.6% |
| 5Y | +33.0% | +73.1% | -40.2% | -26.8% |
| All | +145.9% | +309.6% | -163.8% | -40.9% |
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