+882.5%
CVLG vs VOO
+810.0%
+72.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | 0.0% |
| 7D | +1.7% | -0.8% | +2.4% | +2.6% |
| 30D | +4.7% | -1.1% | +5.8% | +6.1% |
| 3M | -22.9% | +3.9% | -26.8% | -26.7% |
| 6M | +38.7% | +13.6% | +25.0% | +18.5% |
| YTD | +62.6% | +12.7% | +49.9% | +40.7% |
| 1Y | +51.8% | +17.6% | +34.2% | +24.9% |
| 3Y | +59.8% | +77.3% | -17.6% | -18.7% |
| 5Y | +233.6% | +84.1% | +149.5% | +60.4% |
| 10Y | +295.2% | +323.5% | -28.4% | -35.0% |
| All | +882.5% | +810.0% | +72.5% | -39.4% |
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