+123.4%
CFFN vs VOO
+817.1%
-693.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -1.5% | +0.1% | -1.5% | -1.5% |
| 3M | +14.5% | +2.0% | +12.5% | +12.8% |
| 6M | +25.2% | +13.0% | +12.2% | +15.0% |
| YTD | +35.3% | +13.6% | +21.7% | +23.8% |
| 1Y | +42.6% | +20.1% | +22.5% | +25.6% |
| 3Y | +81.4% | +77.6% | +3.9% | +23.5% |
| 5Y | +8.1% | +82.4% | -74.3% | -28.6% |
| 10Y | +17.5% | +316.8% | -299.3% | -54.8% |
| All | +123.4% | +817.1% | -693.7% | -45.8% |
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