+41.8%
CVE vs VOO
+775.2%
-733.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.6% | +2.6% |
| 7D | -14.1% | -4.7% | -9.4% | -9.2% |
| 30D | -11.6% | -5.9% | -5.7% | -5.2% |
| 3M | 0.0% | -4.5% | +4.6% | +5.0% |
| 6M | -8.4% | +1.9% | -10.2% | -12.2% |
| YTD | +65.9% | +8.4% | +57.5% | +45.4% |
| 1Y | +69.4% | +9.5% | +60.0% | +46.2% |
| 3Y | +55.9% | +75.3% | -19.4% | -27.7% |
| 5Y | +146.2% | +67.9% | +78.3% | +18.0% |
| 10Y | +140.6% | +314.4% | -173.8% | -61.8% |
| All | +41.8% | +775.2% | -733.5% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling