+785.4%
VOO vs CVE
+39.8%
+745.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.6% | -3.9% |
| 7D | -4.7% | -14.1% | +9.4% | -2.3% |
| 30D | -5.9% | -11.6% | +5.7% | -4.1% |
| 3M | -4.5% | 0.0% | -4.6% | -4.9% |
| 6M | +1.9% | -8.4% | +10.2% | +2.5% |
| YTD | +8.4% | +65.9% | -57.5% | -2.6% |
| 1Y | +9.5% | +69.4% | -60.0% | -2.1% |
| 3Y | +75.3% | +55.9% | +19.4% | +56.2% |
| 5Y | +67.9% | +146.2% | -78.3% | +33.4% |
| 10Y | +314.4% | +140.6% | +173.8% | +186.0% |
| All | +785.4% | +39.8% | +745.6% | +574.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling