+379.1%
CFR vs VOO
+803.9%
-424.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | +3.3% | -2.5% | -2.8% |
| 30D | +4.1% | -2.7% | +6.8% | +6.9% |
| 3M | -5.5% | -1.7% | -3.7% | -4.1% |
| 6M | +17.5% | +3.1% | +14.4% | +12.5% |
| YTD | +27.3% | +11.9% | +15.3% | +10.8% |
| 1Y | +30.7% | +12.1% | +18.7% | +13.6% |
| 3Y | +86.4% | +78.6% | +7.8% | -4.1% |
| 5Y | +37.8% | +73.8% | -36.0% | -27.3% |
| 10Y | +150.9% | +312.3% | -161.4% | -50.0% |
| All | +379.1% | +803.9% | -424.8% | -60.4% |
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