+35.2%
CPIX vs VOO
+777.9%
-742.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.1% |
| 7D | +11.3% | -2.7% | +14.0% | +12.1% |
| 30D | -24.2% | -5.4% | -18.9% | -23.1% |
| 3M | -32.0% | -4.1% | -28.0% | -31.4% |
| 6M | +54.0% | +0.7% | +53.3% | +53.2% |
| YTD | +69.1% | +8.7% | +60.4% | +63.9% |
| 1Y | +207.4% | +11.0% | +196.4% | +196.0% |
| 3Y | +241.7% | +75.5% | +166.2% | +186.5% |
| 5Y | +151.2% | +68.4% | +82.8% | +111.9% |
| 10Y | +35.4% | +315.7% | -280.2% | -18.8% |
| All | +35.2% | +777.9% | -742.7% | -60.1% |
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