+220.7%
CF vs VOO
+82.6%
+138.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -3.1% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +14.8% | +0.1% | +14.8% | +14.8% |
| 3M | +14.1% | +2.0% | +12.0% | +13.0% |
| 6M | +28.5% | +13.0% | +15.5% | +21.2% |
| YTD | +74.9% | +13.6% | +61.4% | +64.4% |
| 1Y | +61.7% | +20.1% | +41.6% | +47.4% |
| 3Y | +80.3% | +77.6% | +2.8% | +29.5% |
| All | +220.7% | +82.6% | +138.2% | +129.0% |
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