-60.4%
CIFU vs VOO
+16.7%
-77.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.6% | -10.2% | -5.7% |
| 7D | -17.5% | -2.0% | -15.5% | -2.0% |
| 30D | -24.8% | -1.7% | -23.1% | -11.9% |
| 3M | -63.6% | +4.7% | -68.4% | -76.1% |
| 6M | -38.9% | +12.6% | -51.4% | -73.2% |
| YTD | -57.6% | +11.8% | -69.3% | -79.6% |
| All | -60.4% | +16.7% | -77.1% | -88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling