-64.7%
CVGI vs VOO
+803.9%
-868.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +4.1% |
| 7D | +5.5% | +3.3% | +2.2% | +0.6% |
| 30D | +22.8% | -2.7% | +25.5% | +27.8% |
| 3M | +9.5% | -1.7% | +11.3% | +12.2% |
| 6M | -36.1% | +3.1% | -39.2% | -39.2% |
| YTD | +139.6% | +11.9% | +127.6% | +103.4% |
| 1Y | +130.0% | +12.1% | +117.9% | +94.7% |
| 3Y | -40.2% | +78.6% | -118.8% | -74.1% |
| 5Y | -61.8% | +73.8% | -135.6% | -83.0% |
| 10Y | -27.4% | +312.3% | -339.7% | -92.7% |
| All | -64.7% | +803.9% | -868.5% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling