-15.8%
CPRI vs VOO
+703.1%
-718.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | -3.5% | +3.3% | -6.8% | -7.8% |
| 30D | +34.4% | -2.7% | +37.1% | +38.4% |
| 3M | +31.1% | -1.7% | +32.8% | +33.1% |
| 6M | +17.5% | +3.1% | +14.4% | +11.4% |
| YTD | -16.5% | +11.9% | -28.4% | -29.2% |
| 1Y | -7.7% | +12.1% | -19.8% | -21.8% |
| 3Y | -56.7% | +78.6% | -135.3% | -80.4% |
| 5Y | -67.8% | +73.8% | -141.6% | -84.3% |
| 10Y | -59.0% | +312.3% | -371.3% | -92.2% |
| All | -15.8% | +703.1% | -718.9% | -92.1% |
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