+813.2%
CIVB vs VOO
+812.0%
+1.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.8% |
| 7D | +1.7% | +0.5% | +1.2% | +1.3% |
| 30D | -3.2% | -0.9% | -2.2% | -2.5% |
| 3M | +4.7% | +3.9% | +0.8% | +1.2% |
| 6M | +23.1% | +14.5% | +8.6% | +10.0% |
| YTD | +26.0% | +13.0% | +13.1% | +13.8% |
| 1Y | +33.9% | +19.4% | +14.5% | +15.4% |
| 3Y | +87.3% | +78.9% | +8.5% | +16.1% |
| 5Y | +42.4% | +82.3% | -39.9% | -14.6% |
| 10Y | +144.8% | +314.2% | -169.4% | -11.5% |
| All | +813.2% | +812.0% | +1.2% | +122.5% |
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