+67.7%
CVLT vs VOO
+81.6%
-13.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +0.1% | -0.4% | +0.4% | +0.5% |
| 30D | -5.6% | -1.4% | -4.2% | -3.9% |
| 3M | +8.1% | +3.7% | +4.4% | +3.8% |
| 6M | +53.4% | +13.0% | +40.3% | +33.3% |
| YTD | +5.0% | +12.4% | -7.4% | -8.1% |
| 1Y | -28.9% | +18.6% | -47.5% | -41.4% |
| 3Y | +93.4% | +78.1% | +15.3% | +7.9% |
| 5Y | +67.7% | +82.3% | -14.6% | -10.0% |
| All | +67.7% | +81.6% | -13.9% | -10.0% |
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 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