-37.7%
CPB vs VOO
+81.6%
-119.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.6% |
| 7D | -8.0% | -0.4% | -7.6% | -8.0% |
| 30D | -2.4% | -1.4% | -1.0% | -2.3% |
| 3M | +0.5% | +3.7% | -3.2% | +0.1% |
| 6M | -10.5% | +13.0% | -23.5% | -11.8% |
| YTD | -17.5% | +12.4% | -30.0% | -18.8% |
| 1Y | -31.0% | +18.6% | -49.6% | -32.7% |
| 3Y | -40.6% | +78.1% | -118.7% | -46.3% |
| 5Y | -37.7% | +82.3% | -120.0% | -45.6% |
| All | -37.7% | +81.6% | -119.3% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling