+326.1%
CVSA vs VOO
+309.6%
+16.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +7.1% | +2.6% | +4.5% | +5.1% |
| 30D | -8.7% | -2.0% | -6.7% | -7.2% |
| 3M | -10.4% | -2.8% | -7.6% | -8.4% |
| 6M | -8.3% | +2.2% | -10.4% | -10.2% |
| YTD | +14.2% | +11.5% | +2.7% | +4.2% |
| 1Y | +22.8% | +13.5% | +9.3% | +10.3% |
| 3Y | +114.2% | +78.1% | +36.1% | +35.6% |
| 5Y | +259.2% | +73.1% | +186.0% | +130.3% |
| All | +326.1% | +309.6% | +16.5% | +20.0% |
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 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