-91.8%
CUE vs VOO
+226.8%
-318.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.5% |
| 7D | +4.7% | -0.8% | +5.5% | +5.8% |
| 30D | -5.5% | -1.1% | -4.5% | -4.0% |
| 3M | +6.1% | +3.9% | +2.2% | +1.9% |
| 6M | +194.8% | +13.6% | +181.1% | +157.5% |
| YTD | +214.1% | +12.7% | +201.4% | +177.3% |
| 1Y | +25.1% | +17.6% | +7.5% | +5.2% |
| 3Y | -64.4% | +77.3% | -141.7% | -81.6% |
| 5Y | -91.9% | +84.1% | -176.1% | -95.9% |
| All | -91.8% | +226.8% | -318.6% | -97.6% |
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 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