-0.1%
CEPU vs VOO
+213.3%
-213.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | +1.6% | +0.5% | +1.0% | +1.0% |
| 30D | +0.6% | -0.9% | +1.6% | +1.6% |
| 3M | -3.5% | +3.9% | -7.4% | -7.4% |
| 6M | -2.1% | +14.5% | -16.6% | -15.1% |
| YTD | -19.6% | +13.0% | -32.6% | -29.2% |
| 1Y | +61.2% | +19.4% | +41.7% | +35.2% |
| 3Y | +168.0% | +78.9% | +89.1% | +51.7% |
| 5Y | +491.0% | +82.3% | +408.7% | +227.0% |
| All | -0.1% | +213.3% | -213.4% | -66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling