-80.5%
CVM vs VOO
+14.7%
-95.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -4.7% |
| 7D | -13.8% | -0.7% | -13.0% | -12.6% |
| 30D | -43.0% | -1.1% | -41.9% | -41.8% |
| 3M | +1.5% | -0.3% | +1.8% | +2.4% |
| 6M | -18.3% | +7.4% | -25.7% | -27.9% |
| YTD | -73.8% | +13.4% | -87.1% | -79.3% |
| 1Y | -80.5% | +14.8% | -95.3% | -85.0% |
| All | -80.5% | +14.7% | -95.1% | -85.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling