+84.5%
CFBK vs VOO
+81.6%
+2.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | +1.5% | -0.4% | +1.8% | +1.6% |
| 30D | +0.9% | -1.4% | +2.3% | +1.3% |
| 3M | +18.5% | +3.7% | +14.8% | +17.2% |
| 6M | +22.2% | +13.0% | +9.2% | +17.8% |
| YTD | +43.9% | +12.4% | +31.5% | +39.0% |
| 1Y | +42.4% | +18.6% | +23.8% | +35.4% |
| 3Y | +105.5% | +78.1% | +27.5% | +82.7% |
| 5Y | +84.5% | +82.3% | +2.3% | +63.3% |
| All | +84.5% | +81.6% | +2.9% | +63.3% |
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 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