+451.4%
CVBF vs VOO
+817.1%
-365.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -1.2% | +0.1% | -1.2% | -1.3% |
| 3M | +11.7% | +2.0% | +9.7% | +9.0% |
| 6M | +18.3% | +13.0% | +5.3% | +3.9% |
| YTD | +24.0% | +13.6% | +10.4% | +8.3% |
| 1Y | +15.2% | +20.1% | -4.9% | -5.1% |
| 3Y | +41.4% | +77.6% | -36.1% | -22.0% |
| 5Y | +38.8% | +82.4% | -43.6% | -27.4% |
| 10Y | +81.2% | +316.8% | -235.7% | -66.4% |
| All | +451.4% | +817.1% | -365.7% | -64.0% |
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