-13.3%
CUE vs VOO
+12.1%
-25.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.5% | -6.8% |
| 7D | -13.9% | +2.6% | -16.5% | -19.5% |
| 30D | -13.3% | -2.0% | -11.3% | -7.7% |
| 3M | -48.1% | -2.8% | -45.4% | -43.6% |
| 6M | -45.3% | +2.2% | -47.5% | -49.0% |
| YTD | +76.2% | +11.5% | +64.7% | +22.3% |
| 1Y | -13.3% | +13.5% | -26.8% | -41.5% |
| All | -13.3% | +12.1% | -25.4% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling