+721.2%
CNS vs VOO
+812.0%
-90.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | +0.9% | +0.5% | +0.3% | +0.2% |
| 30D | -5.7% | -0.9% | -4.8% | -4.6% |
| 3M | +6.9% | +3.9% | +3.0% | +1.4% |
| 6M | +23.7% | +14.5% | +9.2% | +3.4% |
| YTD | +28.0% | +13.0% | +15.1% | +8.8% |
| 1Y | +12.6% | +19.4% | -6.8% | -11.1% |
| 3Y | +37.9% | +78.9% | -40.9% | -35.8% |
| 5Y | +6.2% | +82.3% | -76.1% | -51.9% |
| 10Y | +192.9% | +314.2% | -121.4% | -55.3% |
| All | +721.2% | +812.0% | -90.8% | -66.1% |
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