+51.7%
CPIX vs VOO
+309.6%
-258.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.4% | -10.9% | -11.2% |
| 7D | +12.6% | +2.6% | +10.1% | +11.9% |
| 30D | -21.5% | -2.0% | -19.5% | -21.3% |
| 3M | -25.6% | -2.8% | -22.8% | -25.2% |
| 6M | +56.3% | +2.2% | +54.2% | +55.0% |
| YTD | +90.5% | +11.5% | +79.0% | +84.3% |
| 1Y | +262.8% | +13.5% | +249.3% | +249.4% |
| 3Y | +371.0% | +78.1% | +292.9% | +309.7% |
| 5Y | +181.9% | +73.1% | +108.7% | +145.0% |
| All | +51.7% | +309.6% | -258.0% | +21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling