+56.2%
CNAV vs VOO
+35.1%
+21.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.5% |
| 7D | -0.3% | -2.0% | +1.6% | +2.6% |
| 30D | -0.7% | -1.7% | +0.9% | +1.7% |
| 3M | -3.4% | +4.7% | -8.1% | -8.9% |
| 6M | +20.1% | +12.6% | +7.5% | +3.7% |
| YTD | +25.8% | +11.8% | +14.0% | +9.8% |
| 1Y | +29.4% | +17.5% | +11.8% | +6.3% |
| All | +56.2% | +35.1% | +21.1% | +12.6% |
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