+61.2%
CNX vs VOO
+77.4%
-16.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | -4.2% | -0.8% | -3.4% | -3.9% |
| 30D | +0.5% | -1.1% | +1.5% | +0.9% |
| 3M | +11.8% | +3.9% | +7.9% | +9.9% |
| 6M | -11.9% | +13.6% | -25.5% | -17.1% |
| YTD | -2.3% | +12.7% | -15.0% | -7.8% |
| 1Y | +20.0% | +17.6% | +2.4% | +10.7% |
| 3Y | +61.2% | +77.3% | -16.1% | +12.6% |
| All | +61.2% | +77.4% | -16.2% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling