-81.9%
CONL vs VOO
+78.5%
-160.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -3.4% |
| 7D | -11.5% | +2.6% | -14.0% | -22.5% |
| 30D | -49.4% | -2.0% | -47.4% | -41.1% |
| 3M | -43.3% | -2.8% | -40.6% | -29.2% |
| 6M | -71.9% | +2.2% | -74.1% | -72.2% |
| YTD | -83.1% | +11.5% | -94.7% | -88.2% |
| 1Y | -89.9% | +13.5% | -103.3% | -93.4% |
| 3Y | -81.9% | +78.1% | -159.9% | -96.1% |
| All | -81.9% | +78.5% | -160.3% | -96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling