-17.7%
CURR vs VOO
+38.6%
-56.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.1% |
| 7D | +19.3% | -2.0% | +21.3% | +19.9% |
| 30D | -3.8% | -1.7% | -2.1% | -3.4% |
| 3M | +22.2% | +4.7% | +17.4% | +20.2% |
| 6M | +69.7% | +12.6% | +57.1% | +65.8% |
| YTD | +100.0% | +11.8% | +88.2% | +95.7% |
| 1Y | +119.6% | +17.5% | +102.1% | +115.8% |
| All | -17.7% | +38.6% | -56.3% | -46.1% |
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 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