+161.7%
CUZ vs VOO
+777.9%
-616.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | +0.2% | -2.7% | +2.9% | +3.0% |
| 30D | +7.5% | -5.4% | +12.9% | +13.7% |
| 3M | +0.4% | -4.1% | +4.4% | +4.6% |
| 6M | +12.9% | +0.7% | +12.2% | +11.2% |
| YTD | +20.5% | +8.7% | +11.8% | +9.4% |
| 1Y | +20.8% | +11.0% | +9.8% | +7.2% |
| 3Y | +74.5% | +75.5% | -0.9% | -6.6% |
| 5Y | -5.6% | +68.4% | -73.9% | -47.2% |
| 10Y | +53.1% | +315.7% | -262.5% | -69.5% |
| All | +161.7% | +777.9% | -616.2% | -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