-21.3%
CPS vs VOO
+72.0%
-93.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +1.9% | -0.3% |
| 7D | -10.4% | +0.1% | -10.5% | -9.2% |
| 30D | -11.0% | -3.3% | -7.6% | -3.6% |
| 3M | -40.4% | -2.4% | -38.0% | -36.6% |
| 6M | -39.3% | +2.6% | -41.9% | -41.1% |
| YTD | -43.0% | +11.3% | -54.3% | -52.6% |
| 1Y | -36.0% | +13.4% | -49.5% | -48.8% |
| 3Y | +11.3% | +80.3% | -69.0% | -65.2% |
| 5Y | -21.3% | +72.7% | -94.0% | -69.5% |
| All | -21.3% | +72.0% | -93.3% | -69.5% |
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