+320.2%
CVE vs VOO
+82.6%
+237.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +16.7% | +0.1% | +16.7% | +16.6% |
| 3M | +9.3% | +2.0% | +7.3% | +7.0% |
| 6M | +43.6% | +13.0% | +30.6% | +27.8% |
| YTD | +93.6% | +13.6% | +80.0% | +71.5% |
| 1Y | +98.8% | +20.1% | +78.7% | +66.9% |
| 3Y | +73.6% | +77.6% | -4.0% | +2.2% |
| All | +320.2% | +82.6% | +237.6% | +142.5% |
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