+423.6%
CVCO vs VOO
+325.3%
+98.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.1% |
| 7D | -6.5% | -0.8% | -5.7% | -5.5% |
| 30D | -11.5% | -1.1% | -10.4% | -10.2% |
| 3M | -11.6% | +3.9% | -15.5% | -15.9% |
| 6M | +4.0% | +13.6% | -9.6% | -11.7% |
| YTD | -10.3% | +12.7% | -23.1% | -23.2% |
| 1Y | -4.4% | +17.6% | -22.0% | -22.7% |
| 3Y | +94.4% | +77.3% | +17.1% | -9.6% |
| 5Y | +112.7% | +84.1% | +28.6% | -4.1% |
| All | +423.6% | +325.3% | +98.3% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling