+454.0%
CVBF vs VOO
+800.4%
-346.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -1.0% | +2.6% | -3.5% | -3.5% |
| 30D | +5.5% | -2.0% | +7.5% | +7.3% |
| 3M | -1.9% | -2.8% | +0.9% | +0.6% |
| 6M | +17.0% | +2.2% | +14.8% | +13.6% |
| YTD | +24.6% | +11.5% | +13.1% | +10.5% |
| 1Y | +25.6% | +13.5% | +12.1% | +9.3% |
| 3Y | +55.9% | +78.1% | -22.1% | -14.5% |
| 5Y | +33.5% | +73.1% | -39.6% | -26.3% |
| 10Y | +60.3% | +310.7% | -250.4% | -70.0% |
| All | +454.0% | +800.4% | -346.5% | -63.3% |
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