-91.9%
CONI vs VOO
+40.1%
-132.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.1% | +4.4% |
| 7D | +17.1% | -0.6% | +17.7% | +16.9% |
| 30D | +60.1% | -3.6% | +63.8% | +45.2% |
| 3M | -21.5% | -2.7% | -18.8% | -23.7% |
| 6M | -1.0% | +2.2% | -3.3% | +21.6% |
| YTD | -40.2% | +10.9% | -51.1% | +14.0% |
| 1Y | +3.7% | +11.3% | -7.6% | +106.0% |
| All | -91.9% | +40.1% | -132.0% | -61.2% |
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