+20.8%
CPS vs VOO
+82.3%
-61.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.2% |
| 7D | +3.0% | +0.5% | +2.5% | +2.0% |
| 30D | -17.2% | -0.9% | -16.2% | -15.5% |
| 3M | -11.1% | +3.9% | -15.0% | -17.4% |
| 6M | -18.7% | +14.5% | -33.3% | -36.7% |
| YTD | -20.8% | +13.0% | -33.7% | -36.8% |
| 1Y | -33.3% | +19.4% | -52.8% | -52.2% |
| 3Y | +83.6% | +78.9% | +4.7% | -41.6% |
| 5Y | +20.8% | +82.3% | -61.5% | -59.0% |
| All | +20.8% | +82.3% | -61.6% | -59.0% |
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