+75.7%
VOO vs CVE
+150.7%
-75.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.9% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.3% | -10.8% | +8.5% | -0.9% |
| 3M | -1.2% | -4.3% | +3.2% | -0.9% |
| 6M | +3.3% | -1.5% | +4.8% | +2.8% |
| YTD | +12.3% | +70.7% | -58.4% | +1.0% |
| 1Y | +12.5% | +58.1% | -45.6% | +2.5% |
| 3Y | +79.2% | +69.8% | +9.3% | +57.0% |
| 5Y | +75.7% | +148.9% | -73.3% | +41.0% |
| All | +75.7% | +150.7% | -75.0% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling