-94.7%
CUPR vs VOO
+43.4%
-138.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.4% |
| 7D | -5.9% | -0.6% | -5.3% | -4.8% |
| 30D | +4.1% | -3.6% | +7.8% | +10.0% |
| 3M | -42.1% | -2.7% | -39.4% | -39.4% |
| 6M | -21.4% | +2.2% | -23.7% | -20.7% |
| YTD | -45.0% | +10.9% | -55.9% | -43.3% |
| 1Y | -71.4% | +11.3% | -82.8% | -70.7% |
| All | -94.7% | +43.4% | -138.1% | -94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling