+146.1%
CNX vs VOO
+325.3%
-179.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.7% |
| 7D | -4.2% | -0.8% | -3.4% | -3.7% |
| 30D | +0.5% | -1.1% | +1.5% | +1.2% |
| 3M | +11.8% | +3.9% | +7.9% | +8.3% |
| 6M | -11.9% | +13.6% | -25.5% | -21.0% |
| YTD | -2.3% | +12.7% | -15.0% | -12.0% |
| 1Y | +20.0% | +17.6% | +2.4% | +4.4% |
| 3Y | +61.2% | +77.3% | -16.1% | -2.1% |
| 5Y | +204.8% | +84.1% | +120.7% | +78.0% |
| All | +146.1% | +325.3% | -179.2% | -51.0% |
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