-35.8%
CPB vs VOO
+78.8%
-114.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.2% |
| 7D | +2.9% | -0.6% | +3.5% | +2.9% |
| 30D | +17.6% | -3.6% | +21.2% | +17.5% |
| 3M | +2.0% | -2.7% | +4.8% | +2.0% |
| 6M | +11.6% | +2.2% | +9.4% | +11.5% |
| YTD | -13.8% | +10.9% | -24.7% | -14.1% |
| 1Y | -21.6% | +11.3% | -32.9% | -21.9% |
| 3Y | -35.8% | +76.9% | -112.7% | -34.9% |
| All | -35.8% | +78.8% | -114.6% | -34.9% |
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 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