-35.2%
CURI vs VOO
+18.9%
-54.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | -8.3% | -0.4% | -7.9% | -7.7% |
| 30D | -4.3% | -1.4% | -3.0% | -1.9% |
| 3M | -5.0% | +3.7% | -8.7% | -9.2% |
| 6M | -13.8% | +13.0% | -26.8% | -24.1% |
| YTD | -25.8% | +12.4% | -38.3% | -34.0% |
| 1Y | -35.2% | +18.6% | -53.8% | -47.9% |
| All | -35.2% | +18.9% | -54.0% | -47.9% |
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