+1.3%
CPAG vs VOO
+21.4%
-20.1%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | -0.5% | -0.9% | +0.5% | -0.4% |
| 3M | -0.5% | +3.9% | -4.4% | -1.0% |
| 6M | -1.6% | +14.5% | -16.1% | -2.9% |
| YTD | -0.9% | +13.0% | -13.8% | -2.2% |
| 1Y | -0.4% | +19.4% | -19.9% | -2.7% |
| All | +1.3% | +21.4% | -20.1% | -1.2% |
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 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