-93.8%
CONI vs VOO
+42.1%
-135.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +3.2% |
| 7D | -3.9% | -0.4% | -3.6% | -4.1% |
| 30D | -39.5% | -1.4% | -38.1% | -41.5% |
| 3M | -47.3% | +3.7% | -51.0% | -36.6% |
| 6M | -39.6% | +13.0% | -52.6% | +8.3% |
| YTD | -53.9% | +12.4% | -66.4% | -12.6% |
| 1Y | -34.9% | +18.6% | -53.5% | +55.2% |
| All | -93.8% | +42.1% | -135.8% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling