-73.3%
CURI vs VOO
+82.3%
-155.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.4% |
| 7D | -2.1% | +0.5% | -2.7% | -2.9% |
| 30D | +0.7% | -0.9% | +1.7% | +2.4% |
| 3M | -3.9% | +3.9% | -7.8% | -8.9% |
| 6M | -15.5% | +14.5% | -30.1% | -29.6% |
| YTD | -24.4% | +13.0% | -37.4% | -35.6% |
| 1Y | -36.1% | +19.4% | -55.5% | -49.8% |
| 3Y | +348.5% | +78.9% | +269.6% | +89.9% |
| 5Y | -73.3% | +82.3% | -155.6% | -88.2% |
| All | -73.3% | +82.3% | -155.7% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling