+44.6%
CVI vs VOO
+20.9%
+23.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.0% |
| 7D | +6.6% | +0.1% | +6.5% | +6.6% |
| 30D | +43.1% | +0.1% | +43.0% | +43.1% |
| 3M | +32.3% | +2.0% | +30.3% | +32.6% |
| 6M | +69.3% | +13.0% | +56.3% | +79.4% |
| YTD | +76.0% | +13.6% | +62.4% | +84.6% |
| 1Y | +44.6% | +20.1% | +24.5% | +54.1% |
| All | +44.6% | +20.9% | +23.7% | +54.1% |
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