+230.8%
CVLG vs VOO
+81.6%
+149.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.3% |
| 7D | +6.3% | -0.4% | +6.7% | +6.7% |
| 30D | +6.3% | -1.4% | +7.7% | +7.9% |
| 3M | -21.0% | +3.7% | -24.7% | -24.3% |
| 6M | +33.6% | +13.0% | +20.6% | +16.7% |
| YTD | +62.2% | +12.4% | +49.8% | +42.8% |
| 1Y | +52.5% | +18.6% | +33.9% | +26.9% |
| 3Y | +56.1% | +78.1% | -22.0% | -13.1% |
| 5Y | +230.8% | +82.3% | +148.5% | +81.6% |
| All | +230.8% | +81.6% | +149.2% | +81.6% |
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