+45.1%
CPER vs VOO
+686.1%
-641.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -3.0% | +2.6% | -5.6% | -4.2% |
| 30D | -7.9% | -2.0% | -5.9% | -7.0% |
| 3M | -8.3% | -2.8% | -5.6% | -7.0% |
| 6M | -9.3% | +2.2% | -11.5% | -10.1% |
| YTD | +4.5% | +11.5% | -7.0% | -0.5% |
| 1Y | +16.9% | +13.5% | +3.4% | +10.3% |
| 3Y | +60.0% | +78.1% | -18.1% | +22.6% |
| 5Y | +34.4% | +73.1% | -38.8% | +3.3% |
| 10Y | +120.7% | +310.7% | -190.0% | +11.3% |
| All | +45.1% | +686.1% | -641.0% | -52.2% |
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