+243.9%
CFA vs VOO
+370.6%
-126.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +2.4% | +2.6% | -0.1% | +0.2% |
| 30D | +4.7% | -2.0% | +6.7% | +6.4% |
| 3M | -0.2% | -2.8% | +2.6% | +2.1% |
| 6M | +8.9% | +2.2% | +6.7% | +6.5% |
| YTD | +13.8% | +11.5% | +2.2% | +2.8% |
| 1Y | +15.6% | +13.5% | +2.1% | +2.8% |
| 3Y | +56.8% | +78.1% | -21.3% | -7.6% |
| 5Y | +43.7% | +73.1% | -29.5% | -13.7% |
| 10Y | +202.6% | +310.7% | -108.1% | -14.4% |
| All | +243.9% | +370.6% | -126.7% | -11.0% |
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 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