+160.9%
CUZ vs VOO
+775.2%
-614.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | +1.9% |
| 7D | +1.4% | -4.7% | +6.2% | +6.6% |
| 30D | +6.7% | -5.9% | +12.6% | +13.5% |
| 3M | -3.0% | -4.5% | +1.6% | +1.6% |
| 6M | +15.8% | +1.9% | +13.9% | +12.7% |
| YTD | +20.2% | +8.4% | +11.8% | +9.4% |
| 1Y | +19.7% | +9.5% | +10.3% | +7.8% |
| 3Y | +71.4% | +75.3% | -3.8% | -8.1% |
| 5Y | -5.9% | +67.9% | -73.7% | -47.2% |
| 10Y | +52.7% | +314.4% | -261.8% | -69.5% |
| All | +160.9% | +775.2% | -614.3% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling