+82.3%
VOO vs CIFR
+38.5%
+43.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.7% | +8.2% | 0.0% |
| 7D | -0.4% | +11.3% | -11.7% | -1.0% |
| 30D | -1.4% | +3.5% | -4.9% | -1.8% |
| 3M | +3.7% | -26.6% | +30.4% | +4.3% |
| 6M | +13.0% | +18.1% | -5.1% | +10.4% |
| YTD | +12.4% | +14.5% | -2.1% | +9.4% |
| 1Y | +18.6% | +83.3% | -64.7% | +11.6% |
| 3Y | +78.1% | +461.5% | -383.4% | +50.8% |
| 5Y | +82.3% | +29.3% | +53.0% | +48.9% |
| All | +82.3% | +38.5% | +43.7% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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