+183.0%
CVSA vs VOO
+79.1%
+103.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -6.3% | +0.5% | -6.9% | -6.7% |
| 30D | -11.2% | -0.9% | -10.3% | -10.6% |
| 3M | -0.9% | +3.9% | -4.8% | -4.1% |
| 6M | +22.6% | +14.5% | +8.1% | +9.3% |
| YTD | +21.0% | +13.0% | +8.0% | +8.9% |
| 1Y | -8.2% | +19.4% | -27.6% | -21.6% |
| 3Y | +183.0% | +78.9% | +104.1% | +73.2% |
| All | +183.0% | +79.1% | +103.9% | +73.2% |
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