+83.7%
CVIE vs VOO
+97.8%
-14.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.4% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -0.8% | -1.1% | +0.3% | +0.2% |
| 3M | +2.4% | +3.9% | -1.4% | -0.8% |
| 6M | +14.8% | +13.6% | +1.2% | +3.6% |
| YTD | +20.6% | +12.7% | +7.9% | +9.6% |
| 1Y | +28.5% | +17.6% | +11.0% | +13.1% |
| 3Y | +83.3% | +77.3% | +6.0% | +14.9% |
| All | +83.7% | +97.8% | -14.1% | +6.8% |
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 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