+1,373.8%
CVCO vs VOO
+802.4%
+571.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | -6.7% | -2.0% | -4.7% | -4.1% |
| 30D | -11.9% | -1.7% | -10.3% | -9.8% |
| 3M | -7.3% | +4.7% | -12.0% | -12.9% |
| 6M | +0.3% | +12.6% | -12.2% | -14.1% |
| YTD | -11.4% | +11.8% | -23.2% | -23.5% |
| 1Y | -3.1% | +17.5% | -20.6% | -22.1% |
| 3Y | +92.1% | +77.0% | +15.1% | -12.2% |
| 5Y | +110.2% | +82.6% | +27.6% | -6.1% |
| 10Y | +417.3% | +320.0% | +97.3% | -25.0% |
| All | +1,373.8% | +802.4% | +571.4% | -25.5% |
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