+25.9%
CPF vs VOO
+18.9%
+7.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.6% |
| 7D | -0.5% | -0.4% | -0.1% | -0.3% |
| 30D | -2.1% | -1.4% | -0.7% | -1.5% |
| 3M | +5.8% | +3.7% | +2.1% | +3.9% |
| 6M | +21.9% | +13.0% | +8.9% | +13.4% |
| YTD | +23.0% | +12.4% | +10.6% | +14.6% |
| 1Y | +25.9% | +18.6% | +7.3% | +12.5% |
| All | +25.9% | +18.9% | +7.0% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling