+575.5%
CVI vs VOO
+321.7%
+253.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.5% |
| 7D | +11.5% | -2.0% | +13.5% | +14.0% |
| 30D | +42.7% | -1.7% | +44.4% | +45.4% |
| 3M | +56.5% | +4.7% | +51.8% | +47.4% |
| 6M | +90.1% | +12.6% | +77.6% | +62.0% |
| YTD | +92.2% | +11.8% | +80.5% | +64.9% |
| 1Y | +53.2% | +17.5% | +35.7% | +23.5% |
| 3Y | +48.8% | +77.0% | -28.1% | -29.4% |
| 5Y | +413.6% | +82.6% | +331.0% | +128.9% |
| All | +575.5% | +321.7% | +253.8% | -23.8% |
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 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