+90.6%
CPF vs VOO
+817.1%
-726.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +1.8% | +0.1% | +1.6% | +1.6% |
| 30D | -3.0% | +0.1% | -3.0% | -3.1% |
| 3M | +10.7% | +2.0% | +8.7% | +7.9% |
| 6M | +20.7% | +13.0% | +7.7% | +5.5% |
| YTD | +25.7% | +13.6% | +12.1% | +9.2% |
| 1Y | +25.6% | +20.1% | +5.5% | +2.7% |
| 3Y | +146.6% | +77.6% | +69.0% | +31.5% |
| 5Y | +93.2% | +82.4% | +10.8% | -1.4% |
| 10Y | +116.5% | +316.8% | -200.3% | -55.7% |
| All | +90.6% | +817.1% | -726.5% | -82.3% |
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