+75.8%
CPIX vs VOO
+817.1%
-741.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -19.7% | +0.1% | -19.8% | -19.7% |
| 30D | -10.1% | +0.1% | -10.1% | -10.0% |
| 3M | +49.9% | +2.0% | +47.9% | +49.2% |
| 6M | +138.6% | +13.0% | +125.6% | +129.3% |
| YTD | +120.0% | +13.6% | +106.4% | +111.1% |
| 1Y | +139.2% | +20.1% | +119.2% | +125.4% |
| 3Y | +427.5% | +77.6% | +349.9% | +341.5% |
| 5Y | +211.6% | +82.4% | +129.2% | +157.2% |
| 10Y | +89.5% | +316.8% | -227.3% | +14.6% |
| All | +75.8% | +817.1% | -741.3% | -48.7% |
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