-100.0%
CVM vs VOO
+798.5%
-898.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -8.9% |
| 7D | +3.1% | +0.1% | +3.0% | +2.6% |
| 30D | -30.4% | -3.3% | -27.1% | -28.6% |
| 3M | -21.5% | -2.4% | -19.1% | -20.0% |
| 6M | -20.6% | +2.6% | -23.2% | -22.3% |
| YTD | -74.3% | +11.3% | -85.6% | -76.4% |
| 1Y | -80.8% | +13.4% | -94.3% | -82.7% |
| 3Y | -98.1% | +80.3% | -178.4% | -98.8% |
| 5Y | -99.6% | +72.7% | -172.3% | -99.8% |
| 10Y | -99.3% | +310.0% | -409.4% | -99.8% |
| All | -100.0% | +798.5% | -898.5% | -100.0% |
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 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