+788.1%
VOO vs CVE
+39.0%
+749.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -2.7% | -16.1% | +13.4% | +0.2% |
| 30D | -5.4% | -10.4% | +5.0% | -3.7% |
| 3M | -4.1% | -2.4% | -1.7% | -4.1% |
| 6M | +0.7% | -4.4% | +5.2% | +0.7% |
| YTD | +8.7% | +64.9% | -56.2% | -2.2% |
| 1Y | +11.0% | +66.0% | -55.1% | -0.4% |
| 3Y | +75.5% | +57.7% | +17.8% | +56.0% |
| 5Y | +68.4% | +144.7% | -76.4% | +33.9% |
| 10Y | +315.7% | +139.2% | +176.4% | +187.1% |
| All | +788.1% | +39.0% | +749.1% | +577.5% |
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