+310.7%
VOO vs CVE
+149.3%
+161.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.5% |
| 7D | +2.6% | +5.9% | -3.4% | +1.7% |
| 30D | -2.0% | -10.9% | +8.9% | -0.4% |
| 3M | -2.8% | -4.5% | +1.7% | -2.4% |
| 6M | +2.2% | -1.0% | +3.1% | +1.6% |
| YTD | +11.5% | +74.7% | -63.2% | +0.7% |
| 1Y | +13.5% | +65.8% | -52.3% | +3.3% |
| 3Y | +78.1% | +73.2% | +4.9% | +58.2% |
| 5Y | +73.1% | +155.6% | -82.5% | +41.1% |
| All | +310.7% | +149.3% | +161.4% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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