+37.8%
CFR vs VOO
+74.6%
-36.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | +3.3% | -2.5% | -2.1% |
| 30D | +4.1% | -2.7% | +6.8% | +6.4% |
| 3M | -5.5% | -1.7% | -3.7% | -4.3% |
| 6M | +17.5% | +3.1% | +14.4% | +13.4% |
| YTD | +27.3% | +11.9% | +15.3% | +13.5% |
| 1Y | +30.7% | +12.1% | +18.7% | +16.4% |
| 3Y | +86.4% | +78.6% | +7.8% | +7.7% |
| 5Y | +37.8% | +73.8% | -36.0% | -16.5% |
| All | +37.8% | +74.6% | -36.8% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling