+36.6%
CTVA vs VOO
+72.6%
-36.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.8% |
| 7D | -20.8% | +2.6% | -23.3% | -21.9% |
| 30D | -29.6% | -2.0% | -27.6% | -28.9% |
| 3M | -16.9% | -2.8% | -14.1% | -15.6% |
| 6M | -24.3% | +2.2% | -26.4% | -25.6% |
| YTD | -5.6% | +11.5% | -17.1% | -12.5% |
| 1Y | -4.2% | +13.5% | -17.7% | -12.2% |
| 3Y | +43.3% | +78.1% | -34.8% | -2.8% |
| All | +36.6% | +72.6% | -36.0% | -6.6% |
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