+127.9%
CON vs VOO
+9.9%
+118.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | +4.6% | -2.7% | +7.3% | +6.1% |
| 30D | +16.0% | -5.4% | +21.4% | +18.9% |
| 3M | +38.5% | -4.1% | +42.6% | +41.4% |
| 6M | +85.8% | +0.7% | +85.1% | +85.7% |
| YTD | +116.0% | +8.7% | +107.3% | +104.3% |
| 1Y | +127.9% | +11.0% | +117.0% | +113.8% |
| All | +127.9% | +9.9% | +118.0% | +113.8% |
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