+152.3%
CFO vs VOO
+314.4%
-162.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.1% |
| 7D | -0.1% | -0.9% | +0.9% | +0.5% |
| 30D | +5.1% | -2.3% | +7.4% | +6.5% |
| 3M | +1.2% | -1.2% | +2.4% | +1.9% |
| 6M | +9.1% | +3.3% | +5.8% | +6.8% |
| YTD | +14.4% | +12.3% | +2.1% | +6.4% |
| 1Y | +15.2% | +12.5% | +2.7% | +7.0% |
| 3Y | +51.6% | +79.2% | -27.6% | +6.8% |
| 5Y | +21.0% | +75.7% | -54.7% | -14.3% |
| 10Y | +152.3% | +313.7% | -161.4% | -3.1% |
| All | +152.3% | +314.4% | -162.1% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling