+9.7%
CONY vs VOO
+75.9%
-66.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -4.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -21.2% | -3.3% | -17.9% | -14.8% |
| 3M | -8.2% | -2.4% | -5.8% | -2.3% |
| 6M | -25.0% | +2.6% | -27.6% | -28.2% |
| YTD | -33.5% | +11.3% | -44.7% | -45.7% |
| 1Y | -49.0% | +13.4% | -62.4% | -59.8% |
| 3Y | -11.4% | +80.3% | -91.7% | -70.1% |
| All | +9.7% | +75.9% | -66.2% | -61.5% |
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