+90.4%
CEFA vs VOO
+166.8%
-76.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.6% |
| 7D | -2.5% | -2.0% | -0.5% | -1.1% |
| 30D | -2.0% | -1.7% | -0.3% | -0.8% |
| 3M | +6.4% | +4.7% | +1.7% | +3.1% |
| 6M | +8.6% | +12.6% | -4.0% | +0.2% |
| YTD | +11.6% | +11.8% | -0.2% | +3.5% |
| 1Y | +17.5% | +17.5% | -0.1% | +5.4% |
| 3Y | +61.7% | +77.0% | -15.3% | +10.2% |
| 5Y | +40.2% | +82.6% | -42.4% | -8.3% |
| All | +90.4% | +166.8% | -76.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VOO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling