+45.5%
CUZ vs VOO
+314.4%
-268.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -1.0% |
| 7D | -2.3% | -0.9% | -1.4% | -1.5% |
| 30D | +7.0% | -2.3% | +9.3% | +9.3% |
| 3M | +2.2% | -1.2% | +3.4% | +3.2% |
| 6M | +15.2% | +3.3% | +11.9% | +10.8% |
| YTD | +20.7% | +12.3% | +8.4% | +6.8% |
| 1Y | +18.9% | +12.5% | +6.4% | +4.9% |
| 3Y | +84.3% | +79.2% | +5.2% | +0.4% |
| 5Y | -5.7% | +75.7% | -81.4% | -47.6% |
| 10Y | +45.5% | +313.7% | -268.2% | -62.6% |
| All | +45.5% | +314.4% | -268.9% | -62.6% |
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