+142.5%
CIVB vs VOO
+325.3%
-182.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -1.2% | -0.8% | -0.4% | -0.5% |
| 30D | -4.4% | -1.1% | -3.4% | -3.5% |
| 3M | +3.2% | +3.9% | -0.7% | -0.9% |
| 6M | +25.6% | +13.6% | +12.0% | +10.1% |
| YTD | +26.1% | +12.7% | +13.4% | +11.3% |
| 1Y | +34.1% | +17.6% | +16.5% | +13.3% |
| 3Y | +84.8% | +77.3% | +7.5% | +1.8% |
| 5Y | +42.8% | +84.1% | -41.3% | -26.6% |
| All | +142.5% | +325.3% | -182.8% | -41.8% |
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 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