+788.1%
VOO vs CP
+767.4%
+20.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.0% |
| 7D | -2.7% | +2.8% | -5.5% | -3.8% |
| 30D | -5.4% | +10.2% | -15.6% | -9.1% |
| 3M | -4.1% | +2.4% | -6.4% | -5.2% |
| 6M | +0.7% | +7.7% | -6.9% | -2.8% |
| YTD | +8.7% | +26.0% | -17.3% | -2.2% |
| 1Y | +11.0% | +34.6% | -23.7% | -2.9% |
| 3Y | +75.5% | +26.7% | +48.8% | +54.6% |
| 5Y | +68.4% | +24.9% | +43.4% | +47.3% |
| 10Y | +315.7% | +258.6% | +57.1% | +136.1% |
| All | +788.1% | +767.4% | +20.7% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 all: compounded portfolio wealth divided by compounded CP 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…
all analysis · Full analysis span regression · 6 months rolling