+57.1%
CVE vs VOO
+12.4%
+44.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +1.2% |
| 7D | -10.1% | +0.1% | -10.2% | -9.8% |
| 30D | -12.1% | -3.3% | -8.8% | -13.0% |
| 3M | -1.9% | -2.4% | +0.5% | -2.5% |
| 6M | -1.8% | +2.6% | -4.4% | -0.5% |
| YTD | +65.8% | +11.3% | +54.5% | +73.1% |
| All | +57.1% | +12.4% | +44.7% | +63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling