-50.0%
CVU vs VOO
+817.1%
-867.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | +4.0% | +0.1% | +4.0% | +4.0% |
| 3M | +1.2% | +2.0% | -0.8% | -0.3% |
| 6M | +6.6% | +13.0% | -6.4% | -2.9% |
| YTD | +30.3% | +13.6% | +16.7% | +18.3% |
| 1Y | +116.8% | +20.1% | +96.7% | +88.6% |
| 3Y | +44.9% | +77.6% | -32.6% | -7.0% |
| 5Y | +70.3% | +82.4% | -12.1% | +5.7% |
| 10Y | -19.2% | +316.8% | -336.1% | -70.6% |
| All | -50.0% | +817.1% | -867.1% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling