+431.5%
CEPU vs VOO
+82.8%
+348.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -3.3% |
| 7D | +0.6% | -0.8% | +1.4% | +1.4% |
| 30D | +6.5% | -1.1% | +7.6% | +7.6% |
| 3M | -11.5% | +3.9% | -15.4% | -15.1% |
| 6M | -10.8% | +13.6% | -24.4% | -22.2% |
| YTD | -19.3% | +12.7% | -32.0% | -28.9% |
| 1Y | +57.3% | +17.6% | +39.8% | +33.8% |
| 3Y | +177.8% | +77.3% | +100.5% | +62.6% |
| All | +431.5% | +82.8% | +348.7% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling