+816.0%
CF vs VOO
+777.9%
+38.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -3.2% | -2.7% | -0.5% | -1.2% |
| 30D | +4.3% | -5.4% | +9.7% | +9.1% |
| 3M | +2.8% | -4.1% | +6.9% | +5.8% |
| 6M | +0.6% | +0.7% | -0.1% | -2.0% |
| YTD | +56.6% | +8.7% | +47.9% | +39.1% |
| 1Y | +49.6% | +11.0% | +38.7% | +29.9% |
| 3Y | +61.5% | +75.5% | -14.0% | -16.3% |
| 5Y | +124.0% | +68.4% | +55.6% | +17.9% |
| 10Y | +573.2% | +315.7% | +257.5% | +19.4% |
| All | +816.0% | +777.9% | +38.2% | -39.8% |
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