+170.0%
CVEO vs VOO
+325.3%
-155.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.2% |
| 7D | -0.3% | -0.8% | +0.5% | +0.5% |
| 30D | +2.2% | -1.1% | +3.2% | +3.3% |
| 3M | -1.6% | +3.9% | -5.5% | -5.7% |
| 6M | +16.5% | +13.6% | +2.8% | +1.6% |
| YTD | +48.9% | +12.7% | +36.2% | +31.0% |
| 1Y | +46.8% | +17.6% | +29.2% | +23.4% |
| 3Y | +86.0% | +77.3% | +8.6% | -1.4% |
| 5Y | +62.9% | +84.1% | -21.2% | -18.9% |
| All | +170.0% | +325.3% | -155.2% | -58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling