+471.5%
CF vs VOO
+314.4%
+157.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.3% |
| 7D | +10.4% | -0.9% | +11.3% | +10.7% |
| 30D | +7.6% | -2.3% | +9.9% | +9.0% |
| 3M | +5.2% | -1.2% | +6.3% | +5.2% |
| 6M | -0.1% | +3.3% | -3.4% | -4.4% |
| YTD | +61.7% | +12.3% | +49.4% | +41.8% |
| 1Y | +50.3% | +12.5% | +37.8% | +31.4% |
| 3Y | +66.0% | +79.2% | -13.2% | -10.1% |
| 5Y | +114.5% | +75.7% | +38.8% | +15.8% |
| 10Y | +471.5% | +313.7% | +157.8% | +0.3% |
| All | +471.5% | +314.4% | +157.1% | +0.3% |
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