+0.8%
CPB vs VOO
+817.1%
-816.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -8.6% | +0.1% | -8.7% | -8.7% |
| 30D | -7.2% | +0.1% | -7.3% | -7.3% |
| 3M | +0.9% | +2.0% | -1.1% | +0.1% |
| 6M | -11.8% | +13.0% | -24.8% | -15.6% |
| YTD | -19.4% | +13.6% | -33.0% | -23.1% |
| 1Y | -30.4% | +20.1% | -50.5% | -35.0% |
| 3Y | -40.2% | +77.6% | -117.7% | -52.2% |
| 5Y | -39.5% | +82.4% | -121.9% | -52.8% |
| 10Y | -47.4% | +316.8% | -364.2% | -73.3% |
| All | +0.8% | +817.1% | -816.3% | -64.7% |
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 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