+799.0%
CP vs VOO
+798.5%
+0.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | -0.2% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | +11.3% | -3.3% | +14.6% | +14.7% |
| 3M | +2.9% | -2.4% | +5.3% | +5.0% |
| 6M | +9.8% | +2.6% | +7.2% | +6.3% |
| YTD | +28.5% | +11.3% | +17.3% | +14.7% |
| 1Y | +33.5% | +13.4% | +20.1% | +16.9% |
| 3Y | +31.9% | +80.3% | -48.3% | -28.1% |
| 5Y | +25.5% | +72.7% | -47.2% | -29.3% |
| 10Y | +257.6% | +310.0% | -52.5% | -21.7% |
| All | +799.0% | +798.5% | +0.6% | -14.8% |
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