+34.4%
CONY vs VOO
+80.9%
-46.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.1% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +20.3% | +0.1% | +20.3% | +20.5% |
| 3M | +13.7% | +2.0% | +11.7% | +9.4% |
| 6M | -4.7% | +13.0% | -17.8% | -26.3% |
| YTD | -14.4% | +13.6% | -28.0% | -33.6% |
| 1Y | -36.7% | +20.1% | -56.8% | -55.6% |
| All | +34.4% | +80.9% | -46.4% | -53.8% |
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