-14.4%
CUPR vs VOO
+1.5%
-16.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +0.3% |
| 7D | +1.7% | -2.7% | +4.4% | +12.8% |
| 30D | -9.5% | -5.4% | -4.2% | +15.6% |
| 3M | -46.3% | -4.1% | -42.2% | -36.3% |
| 6M | -14.4% | +0.7% | -15.2% | -17.2% |
| All | -14.4% | +1.5% | -16.0% | -17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling