-82.3%
CVM vs VOO
+11.8%
-94.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.8% | -8.8% |
| 7D | -13.1% | +3.3% | -16.4% | -16.9% |
| 30D | -32.0% | -2.7% | -29.3% | -29.4% |
| 3M | -19.6% | -1.7% | -17.9% | -17.5% |
| 6M | 0.0% | +3.1% | -3.1% | -4.3% |
| YTD | -77.4% | +11.9% | -89.3% | -81.7% |
| 1Y | -82.3% | +12.1% | -94.4% | -85.7% |
| All | -82.3% | +11.8% | -94.2% | -85.7% |
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 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