+399.7%
CIX vs VOO
+314.0%
+85.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.6% | +6.4% |
| 7D | +13.4% | +0.5% | +12.9% | +13.0% |
| 30D | +24.4% | -0.9% | +25.4% | +25.2% |
| 3M | +52.9% | +3.9% | +49.0% | +48.4% |
| 6M | +57.9% | +14.5% | +43.4% | +42.8% |
| YTD | +64.9% | +13.0% | +52.0% | +50.4% |
| 1Y | +68.1% | +19.4% | +48.7% | +46.7% |
| 3Y | +131.6% | +78.9% | +52.8% | +56.1% |
| 5Y | +149.6% | +82.3% | +67.3% | +64.4% |
| 10Y | +399.7% | +314.2% | +85.5% | +80.3% |
| All | +399.7% | +314.0% | +85.7% | +80.3% |
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