+138.6%
CPIX vs VOO
+18.9%
+119.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.5% |
| 7D | -3.5% | -0.4% | -3.2% | -3.1% |
| 30D | -19.3% | -1.4% | -17.9% | -17.9% |
| 3M | +41.8% | +3.7% | +38.1% | +38.4% |
| 6M | +137.9% | +13.0% | +124.8% | +112.8% |
| YTD | +103.8% | +12.4% | +91.4% | +82.6% |
| 1Y | +138.6% | +18.6% | +120.0% | +115.2% |
| All | +138.6% | +18.9% | +119.7% | +115.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling