-24.0%
CVU vs VOO
+325.3%
-349.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | -6.0% | -1.1% | -5.0% | -5.1% |
| 3M | +0.2% | +3.9% | -3.7% | -3.3% |
| 6M | +8.6% | +13.6% | -5.0% | -3.1% |
| YTD | +30.1% | +12.7% | +17.3% | +16.9% |
| 1Y | +105.2% | +17.6% | +87.6% | +77.6% |
| 3Y | +55.1% | +77.3% | -22.2% | -8.4% |
| 5Y | +74.0% | +84.1% | -10.1% | -2.7% |
| All | -24.0% | +325.3% | -349.3% | -81.3% |
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