+104.6%
CVRT vs VOO
+87.3%
+17.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +1.9% | -0.4% | +2.3% | +2.3% |
| 30D | -1.2% | -1.4% | +0.1% | +0.2% |
| 3M | -5.1% | +3.7% | -8.9% | -8.6% |
| 6M | +14.7% | +13.0% | +1.7% | +1.4% |
| YTD | +25.8% | +12.4% | +13.3% | +11.9% |
| 1Y | +39.3% | +18.6% | +20.7% | +18.1% |
| All | +104.6% | +87.3% | +17.3% | +8.5% |
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