+52.8%
CVV vs VOO
+817.1%
-764.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -5.9% | +0.1% | -6.0% | -6.0% |
| 30D | -19.8% | +0.1% | -19.8% | -19.8% |
| 3M | +9.1% | +2.0% | +7.1% | +7.9% |
| 6M | +58.7% | +13.0% | +45.7% | +44.5% |
| YTD | +112.6% | +13.6% | +99.0% | +94.2% |
| 1Y | +126.6% | +20.1% | +106.5% | +98.3% |
| 3Y | -13.6% | +77.6% | -91.1% | -47.2% |
| 5Y | +41.0% | +82.4% | -41.5% | -16.8% |
| 10Y | -23.4% | +316.8% | -340.3% | -80.8% |
| All | +52.8% | +817.1% | -764.3% | -85.0% |
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