+219.9%
CTVA vs VOO
+200.4%
+19.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.0% |
| 7D | -5.8% | -0.4% | -5.4% | -5.5% |
| 30D | +11.1% | -1.4% | +12.4% | +12.3% |
| 3M | +13.2% | +3.7% | +9.5% | +9.3% |
| 6M | +8.7% | +13.0% | -4.3% | -2.9% |
| YTD | +27.3% | +12.4% | +14.8% | +14.1% |
| 1Y | +18.0% | +18.6% | -0.6% | +0.7% |
| 3Y | +76.5% | +78.1% | -1.6% | +3.3% |
| 5Y | +105.1% | +82.3% | +22.8% | +15.6% |
| All | +219.9% | +200.4% | +19.5% | -4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling