+437.9%
CRVL vs VOO
+325.3%
+112.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.6% |
| 7D | +1.5% | -0.8% | +2.3% | +2.2% |
| 30D | +10.4% | -1.1% | +11.5% | +11.4% |
| 3M | +13.9% | +3.9% | +10.1% | +9.4% |
| 6M | +33.4% | +13.6% | +19.8% | +17.2% |
| YTD | +2.4% | +12.7% | -10.3% | -9.3% |
| 1Y | -21.5% | +17.6% | -39.1% | -33.4% |
| 3Y | +3.0% | +77.3% | -74.3% | -41.6% |
| 5Y | +22.1% | +84.1% | -62.0% | -34.3% |
| All | +437.9% | +325.3% | +112.7% | +11.2% |
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