+130.1%
CVE vs VOO
+317.9%
-187.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -2.3% |
| 7D | -10.1% | +0.1% | -10.2% | -10.5% |
| 30D | -12.1% | -3.3% | -8.8% | -9.0% |
| 3M | -1.9% | -2.4% | +0.5% | +0.2% |
| 6M | -1.8% | +2.6% | -4.4% | -6.5% |
| YTD | +65.8% | +11.3% | +54.5% | +41.2% |
| 1Y | +60.8% | +13.4% | +47.4% | +33.4% |
| 3Y | +70.1% | +80.3% | -10.2% | -23.2% |
| 5Y | +134.8% | +72.7% | +62.1% | +10.1% |
| 10Y | +130.1% | +310.0% | -179.9% | -59.0% |
| All | +130.1% | +317.9% | -187.8% | -59.0% |
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 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