+131.5%
CFFI vs VOO
+72.6%
+58.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.3% |
| 7D | +0.8% | +2.6% | -1.7% | -0.3% |
| 30D | +4.1% | -2.0% | +6.1% | +5.0% |
| 3M | +20.4% | -2.8% | +23.2% | +21.9% |
| 6M | +43.4% | +2.2% | +41.3% | +41.6% |
| YTD | +48.7% | +11.5% | +37.2% | +40.5% |
| 1Y | +54.4% | +13.5% | +40.9% | +44.6% |
| 3Y | +110.9% | +78.1% | +32.8% | +72.9% |
| All | +131.5% | +72.6% | +58.9% | +85.9% |
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