+127.3%
CON vs VOO
+14.7%
+112.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +6.9% | +7.7% |
| 7D | +7.3% | -0.7% | +8.0% | +7.6% |
| 30D | +20.3% | -1.1% | +21.4% | +20.7% |
| 3M | +40.2% | -0.3% | +40.6% | +40.4% |
| 6M | +93.0% | +7.4% | +85.6% | +86.5% |
| YTD | +122.9% | +13.4% | +109.6% | +106.0% |
| 1Y | +127.3% | +14.8% | +112.5% | +108.7% |
| All | +127.3% | +14.7% | +112.6% | +108.7% |
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