+202.2%
VOO vs CTVA
+208.7%
-6.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | -0.8% | -4.5% | +3.7% | +0.6% |
| 30D | -1.1% | +11.3% | -12.4% | -4.4% |
| 3M | +3.9% | +12.3% | -8.4% | -0.5% |
| 6M | +13.6% | +7.2% | +6.5% | +10.1% |
| YTD | +12.7% | +26.0% | -13.3% | +3.5% |
| 1Y | +17.6% | +16.0% | +1.6% | +10.4% |
| 3Y | +77.3% | +73.9% | +3.4% | +42.6% |
| 5Y | +84.1% | +103.8% | -19.7% | +37.3% |
| All | +202.2% | +208.7% | -6.5% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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