+810.9%
VOO vs CPB
+8.2%
+802.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.9% |
| 7D | +2.6% | -1.6% | +4.2% | +2.8% |
| 30D | -2.0% | +19.2% | -21.2% | -5.1% |
| 3M | -2.8% | -1.0% | -1.8% | -2.9% |
| 6M | +2.2% | +15.2% | -13.0% | -1.2% |
| YTD | +11.5% | -13.1% | +24.6% | +13.4% |
| 1Y | +13.5% | -22.4% | +35.9% | +18.0% |
| 3Y | +78.1% | -35.3% | +113.4% | +89.0% |
| 5Y | +73.1% | -33.0% | +106.1% | +79.6% |
| 10Y | +310.7% | -39.2% | +349.9% | +326.7% |
| All | +810.9% | +8.2% | +802.8% | +541.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling