+75.2%
CPER vs VOO
+77.0%
-1.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.5% |
| 7D | +3.8% | -0.4% | +4.2% | +4.1% |
| 30D | +2.2% | -1.4% | +3.5% | +3.2% |
| 3M | +6.3% | +3.7% | +2.6% | +3.6% |
| 6M | +14.3% | +13.0% | +1.3% | +5.4% |
| YTD | +17.4% | +12.4% | +5.0% | +8.7% |
| 1Y | +45.9% | +18.6% | +27.3% | +31.1% |
| All | +75.2% | +77.0% | -1.8% | +29.0% |
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