-14.0%
CURR vs VOO
+39.4%
-53.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.7% |
| 7D | -6.7% | -0.4% | -6.4% | -6.8% |
| 30D | +18.4% | -1.4% | +19.7% | +18.7% |
| 3M | +26.4% | +3.7% | +22.6% | +24.7% |
| 6M | +70.8% | +13.0% | +57.7% | +66.6% |
| YTD | +108.9% | +12.4% | +96.5% | +104.1% |
| 1Y | +121.3% | +18.6% | +102.7% | +117.2% |
| All | -14.0% | +39.4% | -53.5% | -43.8% |
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