-99.5%
CVM vs VOO
+82.3%
-181.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | +2.5% | +0.5% | +1.9% | +1.7% |
| 30D | -4.1% | -0.9% | -3.1% | -2.9% |
| 3M | +19.6% | +3.9% | +15.7% | +13.7% |
| 6M | -58.1% | +14.5% | -72.7% | -64.7% |
| YTD | -68.6% | +13.0% | -81.6% | -73.0% |
| 1Y | -84.1% | +19.4% | -103.5% | -87.1% |
| 3Y | -95.4% | +78.9% | -174.3% | -97.9% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.8% |
| All | -99.5% | +82.3% | -181.8% | -99.8% |
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