-94.1%
CONI vs VOO
+42.7%
-136.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.5% | +3.8% |
| 7D | -6.8% | +0.5% | -7.3% | -3.8% |
| 30D | -38.8% | -0.9% | -37.8% | -39.8% |
| 3M | -45.7% | +3.9% | -49.6% | -34.4% |
| 6M | -44.0% | +14.5% | -58.5% | +5.5% |
| YTD | -56.1% | +13.0% | -69.0% | -15.3% |
| 1Y | -44.7% | +19.4% | -64.2% | +35.0% |
| All | -94.1% | +42.7% | -136.8% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling