+44.4%
CFBK vs VOO
+800.4%
-756.0%
-88.8%
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% | +0.3% |
| 7D | +1.1% | +2.6% | -1.4% | +0.6% |
| 30D | +4.8% | -2.0% | +6.8% | +5.2% |
| 3M | -1.8% | -2.8% | +1.0% | -1.2% |
| 6M | +32.8% | +2.2% | +30.7% | +32.1% |
| YTD | +43.5% | +11.5% | +32.0% | +40.1% |
| 1Y | +57.7% | +13.5% | +44.2% | +53.3% |
| 3Y | +127.4% | +78.1% | +49.3% | +103.7% |
| 5Y | +72.9% | +73.1% | -0.2% | +54.9% |
| 10Y | +357.3% | +310.7% | +46.5% | +262.7% |
| All | +44.4% | +800.4% | -756.0% | +22.0% |
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