+1,101.3%
CNC vs VOO
+807.8%
+293.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -4.9% | -0.4% | -4.5% | -4.5% |
| 30D | -3.8% | -1.4% | -2.4% | -2.6% |
| 3M | -3.2% | +3.7% | -7.0% | -6.6% |
| 6M | +47.9% | +13.0% | +34.8% | +31.8% |
| YTD | +55.7% | +12.4% | +43.2% | +39.1% |
| 1Y | +106.2% | +18.6% | +87.6% | +75.4% |
| 3Y | -2.1% | +78.1% | -80.1% | -45.8% |
| 5Y | +3.4% | +82.3% | -78.9% | -45.6% |
| 10Y | +91.7% | +322.5% | -230.9% | -61.7% |
| All | +1,101.3% | +807.8% | +293.5% | -8.9% |
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