+296.8%
CPT vs VOO
+800.4%
-503.7%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.0% |
| 7D | -0.3% | +2.6% | -2.9% | -2.2% |
| 30D | +2.0% | -2.0% | +4.0% | +3.3% |
| 3M | -9.3% | -2.8% | -6.5% | -7.6% |
| 6M | -4.0% | +2.2% | -6.2% | -6.2% |
| YTD | -7.1% | +11.5% | -18.6% | -15.4% |
| 1Y | +1.5% | +13.5% | -12.0% | -8.9% |
| 3Y | +28.5% | +78.1% | -49.6% | -20.5% |
| 5Y | -28.4% | +73.1% | -101.5% | -55.1% |
| 10Y | +80.7% | +310.7% | -230.1% | -45.1% |
| All | +296.8% | +800.4% | -503.7% | -47.8% |
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