+439.1%
CNL vs VOO
+88.0%
+351.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | +12.3% | +0.5% | +11.7% | +12.0% |
| 30D | +19.9% | -0.9% | +20.8% | +20.6% |
| 3M | +18.0% | +3.9% | +14.1% | +16.0% |
| 6M | -1.8% | +14.5% | -16.3% | -7.2% |
| YTD | +16.1% | +13.0% | +3.2% | +10.6% |
| 1Y | +23.9% | +19.4% | +4.5% | +16.0% |
| 3Y | +270.8% | +78.9% | +192.0% | +205.8% |
| 5Y | +603.8% | +82.3% | +521.5% | +381.9% |
| All | +439.1% | +88.0% | +351.2% | +279.5% |
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