+470.8%
CIX vs VOO
+317.9%
+153.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +3.3% |
| 7D | +8.0% | +0.1% | +7.9% | +7.9% |
| 30D | +3.4% | -3.3% | +6.7% | +5.8% |
| 3M | +36.1% | -2.4% | +38.5% | +38.4% |
| 6M | +74.6% | +2.6% | +72.0% | +70.8% |
| YTD | +80.4% | +11.3% | +69.1% | +66.2% |
| 1Y | +96.9% | +13.4% | +83.4% | +78.5% |
| 3Y | +172.8% | +80.3% | +92.5% | +83.3% |
| 5Y | +170.6% | +72.7% | +97.9% | +84.5% |
| 10Y | +470.8% | +310.0% | +160.8% | +112.2% |
| All | +470.8% | +317.9% | +153.0% | +112.2% |
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