+105.2%
CTVA vs VOO
+80.3%
+24.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -4.7% | -2.0% | -2.7% | -3.5% |
| 30D | +11.1% | -1.7% | +12.7% | +12.2% |
| 3M | +13.7% | +4.7% | +9.0% | +10.1% |
| 6M | +11.2% | +12.6% | -1.3% | +2.5% |
| YTD | +26.9% | +11.8% | +15.1% | +17.5% |
| 1Y | +18.8% | +17.5% | +1.3% | +6.2% |
| 3Y | +75.9% | +77.0% | -1.0% | +18.7% |
| 5Y | +105.2% | +82.6% | +22.6% | +32.1% |
| All | +105.2% | +80.3% | +24.9% | +32.1% |
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