+140.5%
CPAC vs VOO
+315.3%
-174.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.9% | -0.4% | -0.5% | -0.8% |
| 30D | +5.1% | -1.4% | +6.4% | +5.3% |
| 3M | +19.8% | +3.7% | +16.0% | +19.0% |
| 6M | +21.2% | +13.0% | +8.1% | +18.4% |
| YTD | +19.8% | +12.4% | +7.3% | +17.1% |
| 1Y | +86.8% | +18.6% | +68.2% | +80.9% |
| 3Y | +196.5% | +78.1% | +118.5% | +163.6% |
| 5Y | +204.5% | +82.3% | +122.2% | +168.3% |
| 10Y | +140.5% | +322.5% | -182.1% | +96.7% |
| All | +140.5% | +315.3% | -174.8% | +96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling