-95.4%
CUE vs VOO
+223.4%
-318.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.5% | -7.4% |
| 7D | -13.9% | +2.6% | -16.5% | -16.6% |
| 30D | -13.3% | -2.0% | -11.3% | -10.5% |
| 3M | -48.1% | -2.8% | -45.4% | -46.0% |
| 6M | -45.3% | +2.2% | -47.5% | -46.2% |
| YTD | +76.2% | +11.5% | +64.7% | +57.9% |
| 1Y | -13.3% | +13.5% | -26.8% | -24.1% |
| 3Y | -77.5% | +78.1% | -155.6% | -88.4% |
| 5Y | -96.8% | +73.1% | -169.9% | -98.2% |
| All | -95.4% | +223.4% | -318.8% | -98.6% |
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