+94.8%
CPF vs VOO
+798.5%
-703.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | -0.5% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +9.6% | -3.3% | +12.9% | +13.2% |
| 3M | +1.1% | -2.4% | +3.5% | +3.3% |
| 6M | +14.0% | +2.6% | +11.4% | +10.1% |
| YTD | +28.4% | +11.3% | +17.1% | +13.5% |
| 1Y | +37.5% | +13.4% | +24.0% | +18.9% |
| 3Y | +162.3% | +80.3% | +82.0% | +37.0% |
| 5Y | +70.3% | +72.7% | -2.4% | -8.0% |
| 10Y | +108.4% | +310.0% | -201.6% | -56.8% |
| All | +94.8% | +798.5% | -703.7% | -81.6% |
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