+827.8%
VOO vs CP
+760.1%
+67.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +0.1% | -2.7% | +2.8% | +1.2% |
| 30D | +0.1% | +0.2% | -0.1% | -0.1% |
| 3M | +2.0% | +2.6% | -0.6% | +0.6% |
| 6M | +13.0% | +6.0% | +7.1% | +9.7% |
| YTD | +13.6% | +24.9% | -11.4% | +2.7% |
| 1Y | +20.1% | +20.1% | 0.0% | +10.2% |
| 3Y | +77.6% | +16.4% | +61.2% | +62.3% |
| 5Y | +82.4% | +31.7% | +50.7% | +56.3% |
| 10Y | +316.8% | +223.9% | +93.0% | +145.4% |
| All | +827.8% | +760.1% | +67.6% | +208.9% |
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