+331.9%
CVSA vs VOO
+314.4%
+17.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +1.6% |
| 7D | -3.7% | -0.9% | -2.8% | -2.9% |
| 30D | -7.2% | -2.3% | -4.9% | -5.4% |
| 3M | -5.5% | -1.2% | -4.3% | -4.6% |
| 6M | -8.2% | +3.3% | -11.5% | -11.0% |
| YTD | +15.5% | +12.3% | +3.2% | +4.8% |
| 1Y | +23.9% | +12.5% | +11.4% | +12.1% |
| 3Y | +114.9% | +79.2% | +35.7% | +35.5% |
| 5Y | +258.6% | +75.7% | +182.9% | +127.2% |
| 10Y | +331.9% | +313.7% | +18.2% | +19.5% |
| All | +331.9% | +314.4% | +17.5% | +19.5% |
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 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