+8.2%
CFIT vs VOO
+38.3%
-30.1%
-4.2%
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 | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.3% | +0.1% | -0.3% | -0.3% |
| 3M | -1.2% | +2.0% | -3.3% | -1.7% |
| 6M | +1.8% | +13.0% | -11.2% | -0.7% |
| YTD | +4.5% | +13.6% | -9.1% | +1.8% |
| 1Y | +7.1% | +20.1% | -13.0% | +3.7% |
| All | +8.2% | +38.3% | -30.1% | +3.3% |
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 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