+8.2%
CNS vs VOO
+18.2%
-10.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.7% |
| 7D | -6.2% | -0.8% | -5.4% | -5.8% |
| 30D | -11.6% | -1.1% | -10.6% | -11.0% |
| 3M | -0.6% | +3.9% | -4.5% | -3.0% |
| 6M | +20.7% | +13.6% | +7.1% | +9.8% |
| YTD | +22.7% | +12.7% | +10.0% | +12.3% |
| 1Y | +8.2% | +17.6% | -9.4% | -1.9% |
| All | +8.2% | +18.2% | -10.0% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling