+49.3%
CUZ vs VOO
+306.9%
-257.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | +1.1% | -0.6% | +1.7% | +1.7% |
| 30D | +7.1% | -3.6% | +10.7% | +10.8% |
| 3M | +1.8% | -2.7% | +4.6% | +4.5% |
| 6M | +12.9% | +2.2% | +10.7% | +9.7% |
| YTD | +20.4% | +10.9% | +9.5% | +7.9% |
| 1Y | +20.1% | +11.3% | +8.8% | +7.1% |
| 3Y | +83.9% | +76.9% | +7.0% | +1.5% |
| 5Y | -5.6% | +73.5% | -79.1% | -46.9% |
| 10Y | +49.3% | +307.7% | -258.4% | -60.3% |
| All | +49.3% | +306.9% | -257.6% | -60.3% |
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