-94.8%
CUPR vs VOO
+45.3%
-140.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -4.1% |
| 7D | -10.4% | -0.9% | -9.5% | -9.1% |
| 30D | -16.5% | -2.3% | -14.2% | -13.5% |
| 3M | -42.4% | -1.2% | -41.2% | -41.1% |
| 6M | -20.7% | +3.3% | -24.0% | -21.4% |
| YTD | -46.2% | +12.3% | -58.6% | -45.6% |
| 1Y | -70.5% | +12.5% | -83.0% | -70.3% |
| All | -94.8% | +45.3% | -140.1% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling