-35.5%
CVGI vs VOO
+311.2%
-346.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +4.0% |
| 7D | +5.5% | +3.3% | +2.2% | +1.3% |
| 30D | +22.8% | -2.7% | +25.5% | +27.1% |
| 3M | +9.5% | -1.7% | +11.3% | +11.9% |
| 6M | -36.1% | +3.1% | -39.2% | -38.7% |
| YTD | +139.6% | +11.9% | +127.6% | +108.9% |
| 1Y | +130.0% | +12.1% | +117.9% | +100.1% |
| 3Y | -40.2% | +78.6% | -118.8% | -69.8% |
| 5Y | -61.8% | +73.8% | -135.6% | -80.1% |
| All | -35.5% | +311.2% | -346.7% | -87.6% |
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