+487.0%
CF vs VOO
+317.9%
+169.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -2.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.4% |
| 30D | +6.9% | -3.3% | +10.3% | +9.2% |
| 3M | +4.8% | -2.4% | +7.2% | +6.0% |
| 6M | +4.7% | +2.6% | +2.1% | +0.8% |
| YTD | +56.5% | +11.3% | +45.2% | +38.3% |
| 1Y | +48.4% | +13.4% | +35.0% | +28.6% |
| 3Y | +59.1% | +80.3% | -21.1% | -14.5% |
| 5Y | +109.5% | +72.7% | +36.8% | +15.0% |
| 10Y | +487.0% | +310.0% | +176.9% | +8.7% |
| All | +487.0% | +317.9% | +169.1% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling