+1,748.3%
CVI vs VOO
+800.4%
+947.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +7.3% | +2.6% | +4.8% | +4.1% |
| 30D | -33.9% | -2.0% | -32.0% | -32.5% |
| 3M | +15.0% | -2.8% | +17.7% | +18.5% |
| 6M | +21.3% | +2.2% | +19.2% | +16.6% |
| YTD | +61.9% | +11.5% | +50.4% | +36.8% |
| 1Y | +13.2% | +13.5% | -0.3% | -6.7% |
| 3Y | +42.0% | +78.1% | -36.1% | -36.9% |
| 5Y | +210.7% | +73.1% | +137.5% | +40.0% |
| 10Y | +427.5% | +310.7% | +116.8% | -30.8% |
| All | +1,748.3% | +800.4% | +947.9% | -34.0% |
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