+95.2%
CPF vs VOO
+795.4%
-700.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.6% |
| 7D | +1.7% | -0.6% | +2.2% | +2.2% |
| 30D | +9.9% | -3.6% | +13.5% | +13.9% |
| 3M | +2.4% | -2.7% | +5.1% | +5.0% |
| 6M | +14.3% | +2.2% | +12.0% | +10.7% |
| YTD | +28.7% | +10.9% | +17.8% | +14.2% |
| 1Y | +37.1% | +11.3% | +25.8% | +21.0% |
| 3Y | +163.4% | +76.9% | +86.5% | +40.4% |
| 5Y | +68.9% | +73.5% | -4.6% | -9.3% |
| 10Y | +100.0% | +307.7% | -207.7% | -58.3% |
| All | +95.2% | +795.4% | -700.2% | -81.5% |
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 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