+99.1%
CNEQ vs VOO
+52.8%
+46.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.9% |
| 7D | -1.2% | -0.8% | -0.4% | -0.1% |
| 30D | -1.9% | -1.1% | -0.8% | -0.3% |
| 3M | +2.4% | +3.9% | -1.5% | -3.0% |
| 6M | +20.4% | +13.6% | +6.7% | +0.2% |
| YTD | +15.7% | +12.7% | +3.0% | -2.3% |
| 1Y | +18.0% | +17.6% | +0.4% | -6.0% |
| All | +99.1% | +52.8% | +46.3% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling