+322.5%
VOO vs CI
+143.6%
+178.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.4% | -1.1% | +0.7% | -0.1% |
| 30D | -1.4% | +0.5% | -1.8% | -1.6% |
| 3M | +3.7% | -5.2% | +8.9% | +4.9% |
| 6M | +13.0% | +4.3% | +8.7% | +10.9% |
| YTD | +12.4% | +2.8% | +9.7% | +10.6% |
| 1Y | +18.6% | -5.8% | +24.4% | +18.5% |
| 3Y | +78.1% | +4.7% | +73.3% | +66.3% |
| 5Y | +82.3% | +42.7% | +39.6% | +49.4% |
| 10Y | +322.5% | +141.0% | +181.6% | +193.5% |
| All | +322.5% | +143.6% | +178.9% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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