+113.9%
CFFN vs VOO
+800.4%
-686.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.2% | +2.6% | -2.8% | -2.0% |
| 30D | +3.9% | -2.0% | +5.8% | +5.2% |
| 3M | -3.9% | -2.8% | -1.1% | -2.2% |
| 6M | +13.1% | +2.2% | +11.0% | +11.2% |
| YTD | +29.5% | +11.5% | +18.0% | +19.9% |
| 1Y | +40.3% | +13.5% | +26.8% | +28.3% |
| 3Y | +95.1% | +78.1% | +17.0% | +32.5% |
| 5Y | -7.8% | +73.1% | -80.9% | -36.9% |
| 10Y | +0.3% | +310.7% | -310.4% | -61.0% |
| All | +113.9% | +800.4% | -686.5% | -47.4% |
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