+70.1%
CVE vs VOO
+78.4%
-8.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -1.1% |
| 7D | -10.1% | +0.1% | -10.2% | -10.3% |
| 30D | -12.1% | -3.3% | -8.8% | -10.2% |
| 3M | -1.9% | -2.4% | +0.5% | -0.6% |
| 6M | -1.8% | +2.6% | -4.4% | -4.7% |
| YTD | +65.8% | +11.3% | +54.5% | +49.3% |
| 1Y | +60.8% | +13.4% | +47.4% | +41.9% |
| 3Y | +70.1% | +80.3% | -10.2% | -9.7% |
| All | +70.1% | +78.4% | -8.3% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling