+62.6%
CVGI vs VOO
+17.3%
+45.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.6% |
| 7D | -0.3% | -2.0% | +1.7% | +2.9% |
| 30D | -6.9% | -1.7% | -5.3% | -4.5% |
| 3M | -37.4% | +4.7% | -42.2% | -43.4% |
| 6M | +90.7% | +12.6% | +78.2% | +55.6% |
| YTD | +114.6% | +11.8% | +102.8% | +80.9% |
| 1Y | +62.6% | +17.5% | +45.1% | +33.8% |
| All | +62.6% | +17.3% | +45.3% | +33.8% |
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