+21.1%
CRVL vs VOO
+82.8%
-61.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.8% |
| 7D | +1.5% | -0.8% | +2.3% | +2.1% |
| 30D | +10.4% | -1.1% | +11.5% | +11.2% |
| 3M | +13.9% | +3.9% | +10.1% | +10.5% |
| 6M | +33.4% | +13.6% | +19.8% | +20.8% |
| YTD | +2.4% | +12.7% | -10.3% | -6.7% |
| 1Y | -21.5% | +17.6% | -39.1% | -30.8% |
| 3Y | +3.0% | +77.3% | -74.3% | -33.4% |
| All | +21.1% | +82.8% | -61.8% | -23.0% |
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