-66.5%
CPRI vs VOO
+72.6%
-139.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.9% |
| 7D | +4.5% | +2.6% | +1.9% | +0.5% |
| 30D | +42.9% | -2.0% | +44.9% | +45.7% |
| 3M | +37.6% | -2.8% | +40.3% | +42.0% |
| 6M | +24.9% | +2.2% | +22.7% | +19.3% |
| YTD | -12.0% | +11.5% | -23.6% | -26.4% |
| 1Y | -0.7% | +13.5% | -14.2% | -19.2% |
| 3Y | -54.2% | +78.1% | -132.3% | -80.8% |
| All | -66.5% | +72.6% | -139.1% | -84.6% |
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