+313.7%
VOO vs CF
+485.9%
-172.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -0.9% | +10.4% | -11.3% | -2.6% |
| 30D | -2.3% | +7.6% | -9.9% | -3.7% |
| 3M | -1.2% | +5.2% | -6.3% | -2.5% |
| 6M | +3.3% | -0.1% | +3.4% | +2.5% |
| YTD | +12.3% | +61.7% | -49.4% | -0.5% |
| 1Y | +12.5% | +50.3% | -37.8% | +1.1% |
| 3Y | +79.2% | +66.0% | +13.2% | +54.4% |
| 5Y | +75.7% | +114.5% | -38.8% | +35.8% |
| 10Y | +313.7% | +471.5% | -157.8% | +147.9% |
| All | +313.7% | +485.9% | -172.2% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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