+262.0%
CPTL vs VOO
+315.3%
-53.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.4% | -0.4% | 0.0% | -0.1% |
| 30D | -2.7% | -1.4% | -1.3% | -1.4% |
| 3M | +2.5% | +3.7% | -1.2% | -1.1% |
| 6M | +12.7% | +13.0% | -0.3% | +0.1% |
| YTD | +11.6% | +12.4% | -0.9% | -0.4% |
| 1Y | +16.6% | +18.6% | -2.0% | -1.1% |
| 3Y | +62.8% | +78.1% | -15.3% | -6.7% |
| 5Y | +57.8% | +82.3% | -24.5% | -11.6% |
| 10Y | +262.0% | +322.5% | -60.5% | -6.4% |
| All | +262.0% | +315.3% | -53.3% | -6.4% |
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