+82.0%
CV vs VOO
+25.0%
+57.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.6% |
| 7D | +7.4% | -0.4% | +7.8% | +7.7% |
| 30D | -4.6% | -1.4% | -3.3% | -3.3% |
| 3M | -15.0% | +3.7% | -18.7% | -17.8% |
| 6M | +24.9% | +13.0% | +11.9% | +12.7% |
| YTD | -40.4% | +12.4% | -52.8% | -46.4% |
| 1Y | +78.9% | +18.6% | +60.3% | +50.1% |
| All | +82.0% | +25.0% | +57.0% | +33.5% |
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