-50.1%
CIFU vs VOO
+18.6%
-68.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +7.1% |
| 7D | +33.8% | +0.1% | +33.7% | +35.2% |
| 30D | -21.3% | +0.1% | -21.3% | -21.6% |
| 3M | -70.1% | +2.0% | -72.1% | -73.6% |
| 6M | -42.5% | +13.0% | -55.5% | -74.5% |
| YTD | -46.6% | +13.6% | -60.2% | -77.7% |
| All | -50.1% | +18.6% | -68.7% | -87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling