-56.0%
CIFU vs VOO
+17.7%
-73.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.8% | +10.3% | +4.0% |
| 7D | -11.7% | -0.8% | -11.0% | -4.8% |
| 30D | -22.1% | -1.1% | -21.0% | -12.9% |
| 3M | -64.7% | +3.9% | -68.6% | -75.0% |
| 6M | -32.7% | +13.6% | -46.4% | -72.7% |
| YTD | -52.8% | +12.7% | -65.5% | -78.8% |
| All | -56.0% | +17.7% | -73.7% | -88.2% |
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