+231.0%
CVY vs VOO
+817.1%
-586.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +7.7% | +2.0% | +5.7% | +5.6% |
| 6M | +12.2% | +13.0% | -0.8% | +0.6% |
| YTD | +17.3% | +13.6% | +3.7% | +4.7% |
| 1Y | +18.0% | +20.1% | -2.1% | +0.2% |
| 3Y | +52.9% | +77.6% | -24.7% | -8.8% |
| 5Y | +54.3% | +82.4% | -28.1% | -11.0% |
| 10Y | +128.9% | +316.8% | -187.9% | -35.6% |
| All | +231.0% | +817.1% | -586.1% | -51.7% |
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 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