+82.6%
VOO vs CPB
-40.6%
+123.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | -0.4% |
| 7D | -2.0% | -5.4% | +3.4% | -1.7% |
| 30D | -1.7% | -7.8% | +6.2% | -1.3% |
| 3M | +4.7% | -6.9% | +11.7% | +5.0% |
| 6M | +12.6% | -12.2% | +24.7% | +13.3% |
| YTD | +11.8% | -21.1% | +32.8% | +13.2% |
| 1Y | +17.5% | -33.5% | +51.0% | +20.7% |
| 3Y | +77.0% | -43.2% | +120.2% | +82.3% |
| 5Y | +82.6% | -40.9% | +123.5% | +87.8% |
| All | +82.6% | -40.6% | +123.2% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling