+413.6%
CVI vs VOO
+80.3%
+333.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.3% |
| 7D | +11.5% | -2.0% | +13.5% | +13.1% |
| 30D | +42.7% | -1.7% | +44.4% | +44.4% |
| 3M | +56.5% | +4.7% | +51.8% | +50.6% |
| 6M | +90.1% | +12.6% | +77.6% | +71.4% |
| YTD | +92.2% | +11.8% | +80.5% | +74.2% |
| 1Y | +53.2% | +17.5% | +35.7% | +33.0% |
| 3Y | +48.8% | +77.0% | -28.1% | -9.8% |
| 5Y | +413.6% | +82.6% | +331.0% | +209.6% |
| All | +413.6% | +80.3% | +333.2% | +209.6% |
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