-89.4%
CONL vs VOO
+91.1%
-180.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -3.6% |
| 7D | -11.5% | +2.6% | -14.0% | -21.6% |
| 30D | -49.4% | -2.0% | -47.4% | -41.7% |
| 3M | -43.3% | -2.8% | -40.6% | -30.1% |
| 6M | -71.9% | +2.2% | -74.1% | -71.9% |
| YTD | -83.1% | +11.5% | -94.7% | -87.5% |
| 1Y | -89.9% | +13.5% | -103.3% | -92.9% |
| 3Y | -81.9% | +78.1% | -159.9% | -96.7% |
| All | -89.4% | +91.1% | -180.4% | -98.1% |
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 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