+39.1%
CPIX vs VOO
+798.5%
-759.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +2.1% |
| 7D | +27.3% | +0.1% | +27.2% | +27.0% |
| 30D | -23.6% | -3.3% | -20.3% | -23.0% |
| 3M | -31.2% | -2.4% | -28.8% | -30.9% |
| 6M | +48.0% | +2.6% | +45.4% | +46.2% |
| YTD | +74.0% | +11.3% | +62.7% | +67.3% |
| 1Y | +225.1% | +13.4% | +211.7% | +210.7% |
| 3Y | +314.7% | +80.3% | +234.4% | +244.5% |
| 5Y | +116.4% | +72.7% | +43.7% | +81.1% |
| 10Y | +35.3% | +310.0% | -274.8% | -18.1% |
| All | +39.1% | +798.5% | -759.4% | -59.3% |
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