+303.3%
CNO vs VOO
+309.6%
-6.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.5% |
| 7D | +3.6% | +2.6% | +1.1% | +0.4% |
| 30D | +7.3% | -2.0% | +9.3% | +9.6% |
| 3M | +5.1% | -2.8% | +7.9% | +8.3% |
| 6M | +25.8% | +2.2% | +23.6% | +20.9% |
| YTD | +36.8% | +11.5% | +25.3% | +17.4% |
| 1Y | +40.9% | +13.5% | +27.4% | +18.1% |
| 3Y | +150.1% | +78.1% | +72.0% | +15.0% |
| 5Y | +156.8% | +73.1% | +83.7% | +21.3% |
| All | +303.3% | +309.6% | -6.3% | -40.7% |
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