+159.5%
CVE vs VOO
+72.6%
+86.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | +5.9% | +2.6% | +3.4% | +3.9% |
| 30D | -10.9% | -2.0% | -8.9% | -9.7% |
| 3M | -4.5% | -2.8% | -1.7% | -2.8% |
| 6M | -1.0% | +2.2% | -3.1% | -3.7% |
| YTD | +74.7% | +11.5% | +63.2% | +56.7% |
| 1Y | +65.8% | +13.5% | +52.3% | +46.1% |
| 3Y | +73.2% | +78.1% | -4.9% | +2.3% |
| All | +159.5% | +72.6% | +86.9% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling