+71.1%
CV vs VOO
+26.3%
+44.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -11.5% | +0.1% | -11.6% | -11.5% |
| 3M | -20.6% | +2.0% | -22.6% | -21.6% |
| 6M | +15.4% | +13.0% | +2.4% | +4.5% |
| YTD | -44.0% | +13.6% | -57.5% | -50.1% |
| 1Y | +58.5% | +20.1% | +38.4% | +31.2% |
| All | +71.1% | +26.3% | +44.9% | +24.4% |
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