+417.9%
CVLT vs VOO
+817.1%
-399.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +2.4% | +0.1% | +2.4% | +2.6% |
| 3M | +12.2% | +2.0% | +10.2% | +9.8% |
| 6M | +55.8% | +13.0% | +42.7% | +36.1% |
| YTD | +8.8% | +13.6% | -4.8% | -5.4% |
| 1Y | -23.0% | +20.1% | -43.1% | -36.9% |
| 3Y | +99.9% | +77.6% | +22.3% | +10.6% |
| 5Y | +62.6% | +82.4% | -19.8% | -13.0% |
| 10Y | +161.1% | +316.8% | -155.8% | -48.3% |
| All | +417.9% | +817.1% | -399.2% | -67.7% |
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