-27.5%
CVV vs VOO
+321.7%
-349.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -3.1% | -2.0% | -1.1% | -1.4% |
| 30D | -19.8% | -1.7% | -18.2% | -18.6% |
| 3M | -2.0% | +4.7% | -6.8% | -5.1% |
| 6M | +38.4% | +12.6% | +25.9% | +27.9% |
| YTD | +102.9% | +11.8% | +91.2% | +89.9% |
| 1Y | +104.9% | +17.5% | +87.4% | +85.5% |
| 3Y | -18.6% | +77.0% | -95.6% | -46.3% |
| 5Y | +33.4% | +82.6% | -49.2% | -14.7% |
| All | -27.5% | +321.7% | -349.2% | -72.2% |
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 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