+54.6%
CVMC vs VOO
+95.7%
-41.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.0% | +2.6% | -0.6% | -0.5% |
| 30D | +3.6% | -2.0% | +5.6% | +5.5% |
| 3M | -2.9% | -2.8% | -0.1% | -0.3% |
| 6M | +8.7% | +2.2% | +6.6% | +6.3% |
| YTD | +20.1% | +11.5% | +8.6% | +7.7% |
| 1Y | +23.0% | +13.5% | +9.5% | +8.3% |
| 3Y | +70.3% | +78.1% | -7.8% | -6.3% |
| All | +54.6% | +95.7% | -41.1% | -22.4% |
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