-77.3%
CPRI vs VOO
+81.6%
-158.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.6% |
| 30D | -17.6% | -1.4% | -16.3% | -15.8% |
| 3M | -36.3% | +3.7% | -40.0% | -39.7% |
| 6M | -30.6% | +13.0% | -43.7% | -42.7% |
| YTD | -47.9% | +12.4% | -60.3% | -56.4% |
| 1Y | -40.4% | +18.6% | -59.0% | -54.1% |
| 3Y | -75.9% | +78.1% | -154.0% | -89.8% |
| 5Y | -77.3% | +82.3% | -159.5% | -90.1% |
| All | -77.3% | +81.6% | -158.8% | -90.1% |
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 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