+147.3%
CPAC vs VOO
+631.5%
-484.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +5.6% | +0.1% | +5.5% | +5.6% |
| 3M | +21.6% | +2.0% | +19.6% | +20.9% |
| 6M | +19.1% | +13.0% | +6.0% | +15.5% |
| YTD | +21.1% | +13.6% | +7.5% | +17.3% |
| 1Y | +87.5% | +20.1% | +67.4% | +79.0% |
| 3Y | +191.3% | +77.6% | +113.7% | +149.0% |
| 5Y | +202.4% | +82.4% | +119.9% | +155.0% |
| 10Y | +156.8% | +316.8% | -160.1% | +58.1% |
| All | +147.3% | +631.5% | -484.2% | +15.9% |
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