-100.0%
CNEY vs VOO
+112.0%
-212.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +4.5% |
| 7D | +7.6% | -0.9% | +8.6% | +8.8% |
| 30D | +10.0% | -2.3% | +12.4% | +13.2% |
| 3M | -13.7% | -1.2% | -12.5% | -12.5% |
| 6M | -24.7% | +3.3% | -28.0% | -26.5% |
| YTD | -10.3% | +12.3% | -22.6% | -20.0% |
| 1Y | -67.3% | +12.5% | -79.8% | -70.9% |
| 3Y | -99.2% | +79.2% | -178.4% | -99.5% |
| 5Y | -100.0% | +75.7% | -175.7% | -100.0% |
| All | -100.0% | +112.0% | -212.0% | -100.0% |
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 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