+122.9%
CPIX vs VOO
+67.9%
+55.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.1% |
| 7D | +11.3% | -2.7% | +14.0% | +12.2% |
| 30D | -24.2% | -5.4% | -18.9% | -22.9% |
| 3M | -32.0% | -4.1% | -28.0% | -31.3% |
| 6M | +54.0% | +0.7% | +53.3% | +52.9% |
| YTD | +69.1% | +8.7% | +60.4% | +62.5% |
| 1Y | +207.4% | +11.0% | +196.4% | +193.1% |
| 3Y | +241.7% | +75.5% | +166.2% | +187.9% |
| All | +122.9% | +67.9% | +55.0% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling