-72.3%
CUPR vs VOO
+12.1%
-84.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.3% |
| 7D | -6.1% | +2.6% | -8.7% | -10.5% |
| 30D | -15.1% | -2.0% | -13.1% | -11.5% |
| 3M | -45.5% | -2.8% | -42.7% | -42.4% |
| 6M | -19.4% | +2.2% | -21.5% | -19.5% |
| YTD | -47.2% | +11.5% | -58.7% | -39.6% |
| 1Y | -72.3% | +13.5% | -85.8% | -67.3% |
| All | -72.3% | +12.1% | -84.4% | -67.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling