-99.2%
CNVS vs VOO
+805.8%
-905.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -4.3% | -1.2% | -3.1% | -3.2% |
| 30D | -17.8% | -2.0% | -15.8% | -16.3% |
| 3M | -21.6% | +2.8% | -24.5% | -23.7% |
| 6M | -15.0% | +15.5% | -30.5% | -25.9% |
| YTD | +4.7% | +12.2% | -7.4% | -6.1% |
| 1Y | -35.0% | +17.1% | -52.1% | -44.1% |
| 3Y | +76.8% | +75.7% | +1.1% | +6.7% |
| 5Y | -94.9% | +83.8% | -178.7% | -97.0% |
| 10Y | -93.6% | +321.9% | -415.5% | -97.8% |
| All | -99.2% | +805.8% | -905.0% | -99.9% |
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 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