+54.4%
CVMC vs VOO
+96.4%
-42.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +1.6% | +3.3% | -1.7% | -1.5% |
| 30D | +2.6% | -2.7% | +5.2% | +5.2% |
| 3M | -2.3% | -1.7% | -0.5% | -0.7% |
| 6M | +8.5% | +3.1% | +5.3% | +5.0% |
| YTD | +20.0% | +11.9% | +8.0% | +7.1% |
| 1Y | +20.8% | +12.1% | +8.7% | +7.7% |
| 3Y | +70.0% | +78.6% | -8.6% | -6.7% |
| All | +54.4% | +96.4% | -42.0% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling