+35.6%
CPER vs VOO
+72.6%
-37.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -3.0% | +2.6% | -5.6% | -4.5% |
| 30D | -7.9% | -2.0% | -5.9% | -6.8% |
| 3M | -8.3% | -2.8% | -5.6% | -6.8% |
| 6M | -9.3% | +2.2% | -11.5% | -10.2% |
| YTD | +4.5% | +11.5% | -7.0% | -1.3% |
| 1Y | +16.9% | +13.5% | +3.4% | +9.5% |
| 3Y | +60.0% | +78.1% | -18.1% | +20.7% |
| All | +35.6% | +72.6% | -37.0% | +5.7% |
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 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