+122.4%
CON vs VOO
+12.4%
+110.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | -0.7% |
| 7D | +5.1% | +0.1% | +5.1% | +5.3% |
| 30D | +14.0% | -3.3% | +17.3% | +15.7% |
| 3M | +24.7% | -2.4% | +27.1% | +26.2% |
| 6M | +76.2% | +2.6% | +73.6% | +74.5% |
| YTD | +117.0% | +11.3% | +105.7% | +102.2% |
| All | +122.4% | +12.4% | +110.0% | +106.9% |
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 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