+8.0%
CKX vs VOO
+325.3%
-317.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.3% |
| 7D | -2.0% | -0.8% | -1.2% | -1.9% |
| 30D | 0.0% | -1.1% | +1.1% | +0.1% |
| 3M | +1.9% | +3.9% | -2.0% | +1.4% |
| 6M | +4.8% | +13.6% | -8.8% | +3.3% |
| YTD | +19.1% | +12.7% | +6.4% | +17.5% |
| 1Y | -2.9% | +17.6% | -20.5% | -4.7% |
| 3Y | -15.4% | +77.3% | -92.7% | -21.1% |
| 5Y | -2.9% | +84.1% | -87.1% | -10.5% |
| All | +8.0% | +325.3% | -317.3% | -12.3% |
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