+125.0%
CVGI vs VOO
+14.7%
+110.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | -0.2% |
| 7D | +4.6% | -0.7% | +5.3% | +5.8% |
| 30D | +14.0% | -1.1% | +15.1% | +15.9% |
| 3M | -12.1% | -0.3% | -11.7% | -11.7% |
| 6M | -19.7% | +7.4% | -27.1% | -29.3% |
| YTD | +137.5% | +13.4% | +124.1% | +94.7% |
| 1Y | +125.0% | +14.8% | +110.2% | +81.1% |
| All | +125.0% | +14.7% | +110.3% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling