+208.2%
CVI vs VOO
+72.6%
+135.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +7.3% | +2.6% | +4.8% | +5.5% |
| 30D | -33.9% | -2.0% | -32.0% | -33.0% |
| 3M | +15.0% | -2.8% | +17.7% | +17.2% |
| 6M | +21.3% | +2.2% | +19.2% | +18.8% |
| YTD | +61.9% | +11.5% | +50.4% | +46.9% |
| 1Y | +13.2% | +13.5% | -0.3% | +1.1% |
| 3Y | +42.0% | +78.1% | -36.1% | -14.2% |
| All | +208.2% | +72.6% | +135.6% | +96.9% |
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