+84.0%
CV vs VOO
+23.7%
+60.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | -0.5% |
| 7D | -4.3% | +0.1% | -4.4% | -3.9% |
| 30D | -2.3% | -3.3% | +1.0% | +1.3% |
| 3M | -9.3% | -2.4% | -6.9% | -6.8% |
| 6M | -9.6% | +2.6% | -12.2% | -11.0% |
| YTD | -39.8% | +11.3% | -51.0% | -45.2% |
| 1Y | +36.2% | +13.4% | +22.7% | +22.9% |
| All | +84.0% | +23.7% | +60.3% | +36.8% |
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