-94.4%
CONI vs VOO
+43.5%
-137.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +7.2% |
| 7D | -11.7% | +0.1% | -11.8% | -10.3% |
| 30D | -45.5% | +0.1% | -45.6% | -44.3% |
| 3M | -48.9% | +2.0% | -50.9% | -41.8% |
| 6M | -41.0% | +13.0% | -54.0% | +6.3% |
| YTD | -58.6% | +13.6% | -72.1% | -18.4% |
| 1Y | -46.4% | +20.1% | -66.4% | +33.7% |
| All | -94.4% | +43.5% | -137.9% | -72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling