+75.5%
CPT vs VOO
+325.3%
-249.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.1% |
| 7D | -2.5% | -0.8% | -1.8% | -2.0% |
| 30D | -5.0% | -1.1% | -3.9% | -4.2% |
| 3M | -9.2% | +3.9% | -13.1% | -11.9% |
| 6M | +3.2% | +13.6% | -10.4% | -6.7% |
| YTD | -4.5% | +12.7% | -17.2% | -13.2% |
| 1Y | -3.2% | +17.6% | -20.8% | -15.1% |
| 3Y | +13.7% | +77.3% | -63.6% | -28.4% |
| 5Y | -18.2% | +84.1% | -102.3% | -50.6% |
| All | +75.5% | +325.3% | -249.8% | -36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling