-90.7%
CURV vs VOO
+91.3%
-181.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.5% |
| 7D | -7.8% | -0.8% | -7.0% | -6.8% |
| 30D | -1.7% | -1.1% | -0.7% | -0.3% |
| 3M | +19.0% | +3.9% | +15.2% | +12.7% |
| 6M | +74.4% | +13.6% | +60.8% | +44.2% |
| YTD | +130.1% | +12.7% | +117.4% | +92.3% |
| 1Y | +16.6% | +17.6% | -1.0% | -9.2% |
| 3Y | +60.7% | +77.3% | -16.6% | -34.5% |
| 5Y | -90.3% | +84.1% | -174.4% | -96.0% |
| All | -90.7% | +91.3% | -181.9% | -96.4% |
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