+72.0%
CVMC vs VOO
+79.7%
-7.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.5% |
| 7D | -0.5% | -0.9% | +0.4% | +0.3% |
| 30D | +3.7% | -2.3% | +6.0% | +5.9% |
| 3M | -0.9% | -1.2% | +0.3% | +0.1% |
| 6M | +9.2% | +3.3% | +5.8% | +5.6% |
| YTD | +21.4% | +12.3% | +9.0% | +8.2% |
| 1Y | +22.4% | +12.5% | +9.9% | +9.0% |
| All | +72.0% | +79.7% | -7.7% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling