+78.9%
CV vs VOO
+18.9%
+60.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -3.4% |
| 3M | -15.0% | +3.7% | -18.7% | -17.5% |
| 6M | +24.9% | +13.0% | +11.9% | +14.4% |
| YTD | -40.4% | +12.4% | -52.8% | -45.7% |
| 1Y | +78.9% | +18.6% | +60.3% | +59.9% |
| All | +78.9% | +18.9% | +60.1% | +59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling