-66.5%
CVGI vs VOO
+81.6%
-148.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.5% |
| 7D | -2.9% | -0.4% | -2.5% | -2.4% |
| 30D | -8.2% | -1.4% | -6.8% | -6.5% |
| 3M | -41.1% | +3.7% | -44.8% | -44.1% |
| 6M | +82.0% | +13.0% | +69.0% | +55.5% |
| YTD | +111.1% | +12.4% | +98.7% | +83.3% |
| 1Y | +65.2% | +18.6% | +46.6% | +34.6% |
| 3Y | -62.9% | +78.1% | -141.0% | -80.3% |
| 5Y | -66.5% | +82.3% | -148.7% | -82.7% |
| All | -66.5% | +81.6% | -148.1% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling