+181.9%
CVLT vs VOO
+309.6%
-127.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.4% | -8.1% | -8.1% |
| 7D | -4.0% | +2.6% | -6.5% | -6.3% |
| 30D | -1.5% | -2.0% | +0.5% | +0.5% |
| 3M | +0.6% | -2.8% | +3.4% | +3.6% |
| 6M | +52.4% | +2.2% | +50.2% | +49.3% |
| YTD | +21.3% | +11.5% | +9.8% | +9.0% |
| 1Y | +20.1% | +13.5% | +6.6% | +6.1% |
| 3Y | +115.7% | +78.1% | +37.6% | +29.0% |
| 5Y | +126.7% | +73.1% | +53.6% | +38.5% |
| All | +181.9% | +309.6% | -127.8% | -27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling