+135.5%
CVE vs VOO
+306.9%
-171.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | -10.0% | -0.6% | -9.4% | -9.7% |
| 30D | -11.9% | -3.6% | -8.2% | -8.3% |
| 3M | -5.9% | -2.7% | -3.2% | -3.6% |
| 6M | -1.6% | +2.2% | -3.8% | -5.9% |
| YTD | +66.3% | +10.9% | +55.4% | +42.2% |
| 1Y | +57.5% | +11.3% | +46.2% | +33.7% |
| 3Y | +65.4% | +76.9% | -11.5% | -23.5% |
| 5Y | +144.2% | +73.5% | +70.7% | +13.5% |
| 10Y | +135.5% | +307.7% | -172.2% | -58.1% |
| All | +135.5% | +306.9% | -171.4% | -58.1% |
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