+322.5%
VOO vs CPB
-44.2%
+366.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.5% |
| 7D | -0.4% | -8.0% | +7.6% | +0.6% |
| 30D | -1.4% | -2.4% | +1.0% | -1.2% |
| 3M | +3.7% | +0.5% | +3.2% | +3.4% |
| 6M | +13.0% | -10.5% | +23.5% | +14.2% |
| YTD | +12.4% | -17.5% | +30.0% | +14.7% |
| 1Y | +18.6% | -31.0% | +49.6% | +23.8% |
| 3Y | +78.1% | -40.6% | +118.7% | +87.9% |
| 5Y | +82.3% | -37.7% | +120.0% | +89.3% |
| 10Y | +322.5% | -43.4% | +366.0% | +337.3% |
| All | +322.5% | -44.2% | +366.7% | +337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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