+180.2%
CFO vs VOO
+379.3%
-199.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | +3.6% | +2.0% | +1.6% | +2.2% |
| 6M | +5.5% | +13.0% | -7.5% | -2.7% |
| YTD | +11.4% | +13.6% | -2.2% | +2.4% |
| 1Y | +12.7% | +20.1% | -7.4% | -0.2% |
| 3Y | +37.5% | +77.6% | -40.1% | -5.3% |
| 5Y | +20.0% | +82.4% | -62.4% | -19.4% |
| 10Y | +145.4% | +316.8% | -171.4% | -12.9% |
| All | +180.2% | +379.3% | -199.1% | -12.1% |
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 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