+376.1%
CNR vs VOO
+241.9%
+134.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -2.0% |
| 7D | -2.2% | -0.8% | -1.4% | -1.3% |
| 30D | +2.8% | -1.1% | +3.8% | +3.9% |
| 3M | +8.4% | +3.9% | +4.5% | +3.5% |
| 6M | +2.0% | +13.6% | -11.7% | -13.0% |
| YTD | +10.5% | +12.7% | -2.2% | -4.8% |
| 1Y | +35.7% | +17.6% | +18.1% | +11.2% |
| 3Y | +5.8% | +77.3% | -71.5% | -47.5% |
| 5Y | +281.8% | +84.1% | +197.7% | +76.8% |
| All | +376.1% | +241.9% | +134.2% | +60.2% |
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