+91.6%
CON vs VOO
+39.2%
+52.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.1% | -0.2% |
| 7D | +2.2% | -4.7% | +6.9% | +5.7% |
| 30D | +15.8% | -5.9% | +21.7% | +20.8% |
| 3M | +37.3% | -4.5% | +41.8% | +41.8% |
| 6M | +85.5% | +1.9% | +83.6% | +82.4% |
| YTD | +115.7% | +8.4% | +107.3% | +102.0% |
| 1Y | +122.5% | +9.5% | +113.0% | +106.6% |
| All | +91.6% | +39.2% | +52.4% | +49.1% |
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