+35.3%
CPIX vs VOO
+317.9%
-282.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +2.2% |
| 7D | +27.3% | +0.1% | +27.2% | +27.0% |
| 30D | -23.6% | -3.3% | -20.3% | -23.1% |
| 3M | -31.2% | -2.4% | -28.8% | -30.9% |
| 6M | +48.0% | +2.6% | +45.4% | +46.5% |
| YTD | +74.0% | +11.3% | +62.7% | +68.3% |
| 1Y | +225.1% | +13.4% | +211.7% | +212.9% |
| 3Y | +314.7% | +80.3% | +234.4% | +259.8% |
| 5Y | +116.4% | +72.7% | +43.7% | +88.2% |
| 10Y | +35.3% | +310.0% | -274.8% | +4.5% |
| All | +35.3% | +317.9% | -282.6% | +4.5% |
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