+4.9%
CVV vs VOO
+14.7%
-9.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -4.4% |
| 7D | -7.0% | -0.7% | -6.3% | -5.3% |
| 30D | -10.0% | -1.1% | -9.0% | -7.6% |
| 3M | -53.7% | -0.3% | -53.3% | -53.6% |
| 6M | -47.8% | +7.4% | -55.2% | -56.5% |
| YTD | +24.6% | +13.4% | +11.2% | 0.0% |
| 1Y | +4.9% | +14.8% | -9.9% | -16.8% |
| All | +4.9% | +14.7% | -9.8% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling