-67.7%
CURI vs VOO
+160.0%
-227.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -8.3% | -0.4% | -7.9% | -8.0% |
| 30D | -4.3% | -1.4% | -3.0% | -3.0% |
| 3M | -5.0% | +3.7% | -8.7% | -7.8% |
| 6M | -13.8% | +13.0% | -26.8% | -21.5% |
| YTD | -25.8% | +12.4% | -38.3% | -32.1% |
| 1Y | -35.2% | +18.6% | -53.8% | -43.2% |
| 3Y | +340.0% | +78.1% | +261.9% | +183.7% |
| 5Y | -73.7% | +82.3% | -155.9% | -83.3% |
| All | -67.7% | +160.0% | -227.8% | -80.1% |
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