+37.6%
CONY vs VOO
+78.6%
-41.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.3% |
| 7D | +1.7% | +0.5% | +1.2% | +0.7% |
| 30D | +15.2% | -0.9% | +16.1% | +17.8% |
| 3M | +12.1% | +3.9% | +8.2% | +3.4% |
| 6M | -2.1% | +14.5% | -16.7% | -26.5% |
| YTD | -16.5% | +13.0% | -29.5% | -34.5% |
| 1Y | -37.5% | +19.4% | -57.0% | -55.8% |
| 3Y | +30.5% | +78.9% | -48.4% | -55.5% |
| All | +37.6% | +78.6% | -41.0% | -53.7% |
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