-22.3%
CVV vs VOO
+72.6%
-94.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | -0.4% | +14.4% | +14.4% |
| 7D | +14.4% | +2.6% | +11.8% | +11.6% |
| 30D | +15.8% | -2.0% | +17.8% | +18.4% |
| 3M | -39.5% | -2.8% | -36.8% | -37.8% |
| 6M | -33.6% | +2.2% | -35.8% | -34.3% |
| YTD | +46.9% | +11.5% | +35.4% | +36.5% |
| 1Y | +35.9% | +13.5% | +22.4% | +24.6% |
| 3Y | -18.2% | +78.1% | -96.3% | -47.1% |
| All | -22.3% | +72.6% | -94.8% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling