-76.0%
CONL vs VOO
+93.5%
-169.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -3.4% |
| 7D | +1.3% | +0.5% | +0.7% | -0.4% |
| 30D | +27.2% | -0.9% | +28.1% | +35.1% |
| 3M | +3.1% | +3.9% | -0.7% | -11.9% |
| 6M | -40.3% | +14.5% | -54.8% | -66.1% |
| YTD | -62.0% | +13.0% | -74.9% | -75.2% |
| 1Y | -81.9% | +19.4% | -101.4% | -90.1% |
| 3Y | -52.8% | +78.9% | -131.6% | -92.1% |
| All | -76.0% | +93.5% | -169.5% | -96.2% |
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